A detailed history of Blodgett Wealth Advisors, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Blodgett Wealth Advisors, LLC holds 2,445 shares of IJR stock, worth $305,356. This represents 0.24% of its overall portfolio holdings.

Number of Shares
2,445
Previous 2,195 11.39%
Holding current value
$305,356
Previous $234,000 21.79%
% of portfolio
0.24%
Previous 0.2%

Shares

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

Oct 21, 2024

BUY
$105.53 - $118.34 $26,382 - $29,585
250 Added 11.39%
2,445 $285,000
Q4 2022

Feb 02, 2023

BUY
$89.09 - $102.13 $195,552 - $224,175
2,195 New
2,195 $207,000
Q2 2022

Jul 20, 2022

SELL
$89.03 - $109.02 $57,869 - $70,863
-650 Reduced 18.36%
2,890 $267,000
Q1 2022

Apr 27, 2022

BUY
$102.32 - $116.69 $10,232 - $11,669
100 Added 2.91%
3,540 $382,000
Q4 2021

Feb 02, 2022

BUY
$108.26 - $120.32 $372,414 - $413,900
3,440 New
3,440 $394,000

Others Institutions Holding IJR

About ISHARES CORE S&P SM CAP ETF


  • Ticker IJR
  • Sector ETFs
  • Industry ETFs
More about IJR
Track This Portfolio

Track Blodgett Wealth Advisors, LLC Portfolio

Follow Blodgett Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Blodgett Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Blodgett Wealth Advisors, LLC with notifications on news.