A detailed history of Bartlett & Co. Wealth Management LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Bartlett & Co. Wealth Management LLC holds 393,236 shares of IJR stock, worth $47.5 Million. This represents 0.66% of its overall portfolio holdings.

Number of Shares
393,236
Previous 358,363 9.73%
Holding current value
$47.5 Million
Previous $38.2 Billion 20.33%
% of portfolio
0.66%
Previous 0.58%

Shares

24 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 17, 2024

BUY
$105.53 - $118.34 $3.68 Million - $4.13 Million
34,873 Added 9.73%
393,236 $46 Billion
Q2 2024

Jul 12, 2024

BUY
$102.13 - $110.88 $902,931 - $980,290
8,841 Added 2.53%
358,363 $38.2 Billion
Q1 2024

May 09, 2024

BUY
$102.35 - $110.52 $1.87 Million - $2.02 Million
18,267 Added 5.51%
349,522 $38.6 Billion
Q4 2023

Feb 14, 2024

SELL
$87.61 - $110.11 $20,851 - $26,206
-238 Reduced 0.07%
331,255 $36.4 Billion
Q3 2023

Feb 14, 2024

BUY
$92.9 - $105.16 $466,729 - $528,323
5,024 Added 1.54%
331,493 $31.4 Billion
Q2 2023

Feb 14, 2024

BUY
$91.14 - $99.81 $1.54 Million - $1.69 Million
16,943 Added 5.47%
326,469 $32.5 Billion
Q1 2023

Feb 14, 2024

BUY
$92.27 - $107.68 $2.38 Million - $2.78 Million
25,805 Added 9.1%
309,526 $29.9 Billion
Q4 2022

Feb 14, 2024

BUY
$89.09 - $102.13 $6.56 Million - $7.52 Million
73,625 Added 35.04%
283,721 $26.9 Billion
Q3 2022

Feb 14, 2024

BUY
$87.04 - $106.5 $1.02 Million - $1.25 Million
11,699 Added 5.9%
210,096 $18.3 Billion
Q2 2022

Feb 14, 2024

BUY
$89.03 - $109.02 $1.85 Million - $2.27 Million
20,821 Added 11.73%
198,397 $18.3 Billion
Q1 2022

Feb 14, 2024

BUY
$102.32 - $116.69 $2.29 Million - $2.61 Million
22,340 Added 14.39%
177,576 $19.2 Billion
Q4 2021

Feb 14, 2024

BUY
$108.26 - $120.32 $3.19 Million - $3.55 Million
29,466 Added 23.43%
155,236 $17.8 Billion
Q3 2021

Feb 13, 2024

BUY
$104.62 - $113.69 $4.57 Million - $4.97 Million
43,702 Added 53.25%
125,770 $13.7 Billion
Q2 2021

Feb 13, 2024

BUY
$106.38 - $116.3 $1.56 Million - $1.7 Million
14,650 Added 21.73%
82,068 $9.27 Billion
Q1 2021

Feb 13, 2024

BUY
$91.04 - $115.01 $1.9 Million - $2.4 Million
20,887 Added 44.89%
67,418 $7.32 Billion
Q4 2020

Feb 13, 2024

BUY
$71.23 - $92.42 $1.71 Million - $2.21 Million
23,962 Added 106.17%
46,531 $4.28 Billion
Q2 2020

Feb 13, 2024

BUY
$50.99 - $75.55 $70,723 - $104,787
1,387 Added 6.55%
22,569 $1.54 Billion
Q1 2020

Feb 13, 2024

BUY
$49.11 - $85.52 $23,376 - $40,707
476 Added 2.3%
21,182 $1.19 Billion
Q4 2019

Feb 13, 2024

SELL
$75.05 - $84.14 $45,105 - $50,568
-601 Reduced 2.82%
20,706 $1.74 Billion
Q3 2019

Feb 13, 2024

BUY
$73.61 - $80.67 $988,140 - $1.08 Million
13,424 Added 170.29%
21,307 $1.66 Billion
Q4 2018

Feb 13, 2024

SELL
$65.14 - $85.94 $63,511 - $83,791
-975 Reduced 11.01%
7,883 $546 Million
Q3 2018

Feb 13, 2024

SELL
$84.33 - $90.31 $29,599 - $31,698
-351 Reduced 3.81%
8,858 $775 Million
Q2 2018

Feb 13, 2024

BUY
$75.25 - $86.64 $52,750 - $60,734
701 Added 8.24%
9,209 $771 Million
Q1 2018

Feb 13, 2024

BUY
$73.35 - $80.36 $624,061 - $683,702
8,508 New
8,508 $655 Million

Others Institutions Holding IJR

About ISHARES CORE S&P SM CAP ETF


  • Ticker IJR
  • Sector ETFs
  • Industry ETFs
More about IJR
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