Balanced Wealth Group LLC Ishares Core S&P Sm Cap ETF Transaction History

Balanced Wealth Group LLC

  • $224 Billion
  • Q1 2024

A detailed history of Balanced Wealth Group LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Balanced Wealth Group LLC holds 45,798 shares of IJR stock, worth $4.87 Million. This represents 2.24% of its overall portfolio holdings.

Number of Shares
45,798
Previous 89,540 48.85%
Holding current value
$4.87 Million
Previous $9.69 Billion 48.23%
% of portfolio
2.24%
Previous 5.04%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 13, 2024
SELL
$102.35 - $110.52 $4.48 Million - $4.83 Million
-43,742 Reduced 48.85%
45,798 $5.02 Billion
Q4 2023

Feb 06, 2024
BUY
$87.61 - $110.11 $7.84 Million - $9.86 Million
89,540 New
89,540 $9.69 Billion

Others Institutions Holding IJR

# of Institutions
2,452
Shares Held
481M
Call Options Held
625K
Put Options Held
581K
View Full List

About ISHARES CORE S&P SM CAP ETF

IJR Quotes by TradingView
  • Ticker IJR
  • Sector ETFs
  • Industry ETFs
More about IJR
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