Beacon Bridge Wealth Partners, LLC Ishares Core S&P Sm Cap ETF Transaction History

Beacon Bridge Wealth Partners, LLC

$233 Billion
Q3 2024

A detailed history of Beacon Bridge Wealth Partners, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Beacon Bridge Wealth Partners, LLC holds 2,801 shares of IJR stock, worth $353,346. This represents 0.14% of its overall portfolio holdings.

Number of Shares

2,801

Previous 3,054 8.28%

Holding current value

$353,346

Previous $326 Million 0.57%

% of portfolio

0.14%

Previous 0.15%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	SELL	$105.53 - $118.34 $26,699 - $29,940	-253 Reduced 8.28%	2,801 $328 Million
Q2 2024 Aug 02, 2024	SELL	$102.13 - $110.88 $185,365 - $201,247	-1,815 Reduced 37.28%	3,054 $326 Million
Q1 2024 May 03, 2024	SELL	$102.35 - $110.52 $446,553 - $482,198	-4,363 Reduced 47.26%	4,869 $538 Million
Q4 2023 Feb 09, 2024	SELL	$87.61 - $110.11 $894,410 - $1.12 Million	-10,209 Reduced 52.51%	9,232 $999 Million
Q3 2023 Nov 14, 2023	BUY	$92.9 - $105.16 $123,557 - $139,862	1,330 Added 7.34%	19,441 $1.83 Billion
Q2 2023 Aug 08, 2023	BUY	$91.14 - $99.81 $118,755 - $130,052	1,303 Added 7.75%	18,111 $1.8 Billion
Q1 2023 May 08, 2023	SELL	$92.27 - $107.68 $374,893 - $437,503	-4,063 Reduced 19.47%	16,808 $1.63 Billion
Q4 2022 Feb 10, 2023	BUY	$89.09 - $102.13 $1.86 Million - $2.13 Million	20,871 New	20,871 $1.98 Billion

Others Institutions Holding IJR

# of Institutions

2,567

Shares Held

500M

Call Options Held

1.04M

Put Options Held

671K

View Full List

About ISHARES CORE S&P SM CAP ETF

Ticker IJR
Sector ETFs
Industry ETFs

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Beacon Bridge Wealth Partners, LLC Ishares Core S&P Sm Cap ETF Transaction History