Better Money Decisions, LLC Ishares Core S&P Sm Cap ETF Transaction History

Better Money Decisions, LLC

$140 Million
Q3 2024

A detailed history of Better Money Decisions, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Better Money Decisions, LLC holds 9,218 shares of IJR stock, worth $1.15 Million. This represents 0.77% of its overall portfolio holdings.

Number of Shares

9,218

Previous 9,355 1.46%

Holding current value

$1.15 Million

Previous $997,000 8.12%

% of portfolio

0.77%

Previous 0.75%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 25, 2024	SELL	$105.53 - $118.34 $14,457 - $16,212	-137 Reduced 1.46%	9,218 $1.08 Million
Q2 2024 Jul 24, 2024	SELL	$102.13 - $110.88 $9,089 - $9,868	-89 Reduced 0.94%	9,355 $997,000
Q1 2024 May 01, 2024	SELL	$102.35 - $110.52 $7,983 - $8,620	-78 Reduced 0.82%	9,444 $1.04 Million
Q4 2023 Jan 23, 2024	SELL	$87.61 - $110.11 $63,867 - $80,270	-729 Reduced 7.11%	9,522 $1.03 Million
Q3 2023 Nov 08, 2023	BUY	$92.9 - $105.16 $111,201 - $125,876	1,197 Added 13.22%	10,251 $966,000
Q2 2023 Aug 09, 2023	SELL	$91.14 - $99.81 $63,433 - $69,467	-696 Reduced 7.14%	9,054 $902,000
Q1 2023 May 03, 2023	BUY	$92.27 - $107.68 $7,935 - $9,260	86 Added 0.89%	9,750 $942,000
Q4 2022 Feb 14, 2023	SELL	$89.09 - $102.13 $38,397 - $44,018	-431 Reduced 4.27%	9,664 $914,000
Q3 2022 Oct 28, 2022	BUY	$87.04 - $106.5 $4,177 - $5,112	48 Added 0.48%	10,095 $880,000
Q2 2022 Aug 05, 2022	BUY	$89.03 - $109.02 $81,640 - $99,971	917 Added 10.04%	10,047 $928,000
Q1 2022 May 13, 2022	SELL	$102.32 - $116.69 $340,520 - $388,344	-3,328 Reduced 26.71%	9,130 $985,000
Q4 2021 Feb 14, 2022	SELL	$108.26 - $120.32 $687,126 - $763,671	-6,347 Reduced 33.75%	12,458 $1.43 Million
Q3 2021 Oct 28, 2021	BUY	$104.62 - $113.69 $33,373 - $36,267	319 Added 1.73%	18,805 $2.05 Million
Q2 2021 Jul 22, 2021	SELL	$106.38 - $116.3 $50,530 - $55,242	-475 Reduced 2.51%	18,486 $2.09 Million
Q1 2021 May 04, 2021	BUY	$91.04 - $115.01 $1.73 Million - $2.18 Million	18,961 New	18,961 $2.06 Million

Others Institutions Holding IJR

# of Institutions

2,566

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

More about IJR

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Better Money Decisions, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Better Money Decisions, LLC with notifications on news.

Account

Better Money Decisions, LLC Ishares Core S&P Sm Cap ETF Transaction History