Baron Wealth Management LLC Ishares Core S&P Sm Cap ETF Transaction History

Baron Wealth Management LLC

  • $193 Billion
  • Q2 2024

A detailed history of Baron Wealth Management LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Baron Wealth Management LLC holds 214,946 shares of IJR stock, worth $25.1 Million. This represents 11.88% of its overall portfolio holdings.

Number of Shares
214,946
Previous 202,128 6.34%
Holding current value
$25.1 Million
Previous $22.3 Billion 2.63%
% of portfolio
11.88%
Previous 11.86%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024
BUY
$102.13 - $110.88 $1.31 Million - $1.42 Million
12,818 Added 6.34%
214,946 $22.9 Billion
Q1 2024

May 08, 2024
BUY
$102.35 - $110.52 $804,061 - $868,245
7,856 Added 4.04%
202,128 $22.3 Billion
Q4 2023

Jan 04, 2024
BUY
$87.61 - $110.11 $1.68 Million - $2.11 Million
19,124 Added 10.92%
194,272 $21 Billion
Q3 2023

Nov 01, 2023
BUY
$92.9 - $105.16 $167,870 - $190,024
1,807 Added 1.04%
175,148 $16.5 Billion
Q2 2023

Aug 08, 2023
BUY
$91.14 - $99.81 $565,523 - $619,321
6,205 Added 3.71%
173,341 $17.3 Billion
Q1 2023

May 10, 2023
BUY
$92.27 - $107.68 $513,482 - $599,239
5,565 Added 3.44%
167,136 $16.2 Million
Q4 2022

Jun 06, 2023
SELL
$89.09 - $102.13 $495,785 - $568,353
-5,565 Reduced 3.33%
161,571 $15.3 Billion
Q4 2022

Apr 04, 2023
BUY
$89.09 - $102.13 $14.4 Million - $16.5 Million
161,571 New
161,571 $15.3 Million

Others Institutions Holding IJR

# of Institutions
2,477
Shares Held
489M
Call Options Held
727K
Put Options Held
97.4K
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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