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

Birchcreek Wealth Management, LLC

  • $152 Million
  • Q3 2024

A detailed history of Birchcreek Wealth Management, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Birchcreek Wealth Management, LLC holds 15,721 shares of IJR stock, worth $1.83 Million. This represents 1.21% of its overall portfolio holdings.

Number of Shares
15,721
Previous 32,364 51.42%
Holding current value
$1.83 Million
Previous $3.45 Million 46.74%
% of portfolio
1.21%
Previous 1.99%

Shares

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

Nov 06, 2024
SELL
$105.53 - $118.34 $1.76 Million - $1.97 Million
-16,643 Reduced 51.42%
15,721 $1.84 Million
Q2 2024

Aug 02, 2024
BUY
$102.13 - $110.88 $12,459 - $13,527
122 Added 0.38%
32,364 $3.45 Million
Q1 2024

Apr 29, 2024
BUY
$102.35 - $110.52 $221,690 - $239,386
2,166 Added 7.2%
32,242 $3.56 Million
Q4 2023

Feb 05, 2024
SELL
$87.61 - $110.11 $35,306 - $44,374
-403 Reduced 1.32%
30,076 $3.26 Million
Q3 2023

Oct 23, 2023
BUY
$92.9 - $105.16 $311,865 - $353,022
3,357 Added 12.38%
30,479 $2.88 Million
Q2 2023

Jul 20, 2023
BUY
$91.14 - $99.81 $646,456 - $707,952
7,093 Added 35.41%
27,122 $2.7 Million
Q1 2023

May 01, 2023
BUY
$92.27 - $107.68 $184,263 - $215,036
1,997 Added 11.07%
20,029 $1.94 Million
Q4 2022

Feb 06, 2023
BUY
$89.09 - $102.13 $98,177 - $112,547
1,102 Added 6.51%
18,032 $1.71 Million
Q3 2022

Nov 14, 2022
BUY
$87.04 - $106.5 $77,117 - $94,359
886 Added 5.52%
16,930 $1.48 Million
Q2 2022

Aug 12, 2022
BUY
$89.03 - $109.02 $370,275 - $453,414
4,159 Added 34.99%
16,044 $1.48 Million
Q1 2022

May 13, 2022
BUY
$102.32 - $116.69 $196,249 - $223,811
1,918 Added 19.24%
11,885 $1.28 Million
Q4 2021

Feb 09, 2022
BUY
$108.26 - $120.32 $111,291 - $123,688
1,028 Added 11.5%
9,967 $1.14 Million
Q3 2021

Nov 16, 2021
BUY
$104.62 - $113.69 $14,123 - $15,348
135 Added 1.53%
8,939 $976,000
Q2 2021

Aug 16, 2021
BUY
$106.38 - $116.3 $73,295 - $80,130
689 Added 8.49%
8,804 $995,000
Q1 2021

May 17, 2021
SELL
$91.04 - $115.01 $47,249 - $59,690
-519 Reduced 6.01%
8,115 $881,000
Q4 2020

Jan 28, 2021
BUY
$71.23 - $92.42 $614,999 - $797,954
8,634 New
8,634 $793,000

Others Institutions Holding IJR

# of Institutions
2,569
Shares Held
500M
Call Options Held
1.04M
Put Options Held
671K
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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