Ball & CO Wealth Management Inc. Ishares Core S&P Sm Cap ETF Transaction History

Ball & CO Wealth Management Inc.

  • $93.3 Million
  • Q1 2025

A detailed history of Ball & CO Wealth Management Inc. transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Ball & CO Wealth Management Inc. holds 512 shares of IJR stock, worth $51,266. This represents 0.06% of its overall portfolio holdings.

Number of Shares
512
Previous 547 6.4%
Holding current value
$51,266
Previous $63,000 15.87%
% of portfolio
0.06%
Previous 0.05%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 09, 2025
SELL
$102.49 - $119.96 $3,587 - $4,198
-35 Reduced 6.4%
512 $53,000
Q4 2024

Feb 20, 2025
BUY
$113.92 - $127.38 $62,314 - $69,676
547 New
547 $63,000

Others Institutions Holding IJR

# of Institutions
2,815
Shares Held
543M
Call Options Held
877K
Put Options Held
265K
View Full List

About ISHARES CORE S&P SM CAP ETF

IJR Quotes by TradingView
  • Ticker IJR
  • Sector ETFs
  • Industry ETFs
More about IJR
Track This Portfolio

Track Ball & CO Wealth Management Inc. Portfolio

Follow Ball & CO Wealth Management Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ball & CO Wealth Management Inc., based on Form 13F filings with the SEC.

News

Stay updated on Ball & CO Wealth Management Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email