A detailed history of Beaird Harris Wealth Management, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Beaird Harris Wealth Management, LLC holds 474 shares of IJR stock, worth $58,894. This represents 0.0% of its overall portfolio holdings.

Number of Shares
474
Previous 389 21.85%
Holding current value
$58,894
Previous $42,000 19.05%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Aug 15, 2024

BUY
$102.13 - $110.88 $8,681 - $9,424
85 Added 21.85%
474 $50,000
Q1 2024

May 15, 2024

SELL
$102.35 - $110.52 $8,802 - $9,504
-86 Reduced 18.11%
389 $42,000
Q4 2023

Feb 27, 2024

BUY
$87.61 - $110.11 $30,663 - $38,538
350 Added 280.0%
475 $51,000
Q3 2023

Nov 15, 2023

SELL
$92.9 - $105.16 $6,038 - $6,835
-65 Reduced 34.21%
125 $11,000
Q2 2023

Jul 26, 2023

SELL
$91.14 - $99.81 $637 - $698
-7 Reduced 3.55%
190 $18,000
Q1 2023

Apr 24, 2023

SELL
$92.27 - $107.68 $2,399 - $2,799
-26 Reduced 11.66%
197 $19,000
Q4 2022

Feb 14, 2023

SELL
$89.09 - $102.13 $15,412 - $17,668
-173 Reduced 43.69%
223 $21,000
Q3 2022

Nov 02, 2022

SELL
$87.04 - $106.5 $55,618 - $68,053
-639 Reduced 61.74%
396 $35,000
Q1 2022

May 27, 2022

BUY
$102.32 - $116.69 $97,408 - $111,088
952 Added 1146.99%
1,035 $112,000
Q4 2021

May 17, 2022

BUY
$108.26 - $120.32 $8,985 - $9,986
83 New
83 $10,000

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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