Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 01, 2023

SELL
$92.9 - $105.16 $48,029 - $54,367
-517 Reduced 58.02%
374 $35,000
Q2 2023

Jul 20, 2023

BUY
$91.14 - $99.81 $47,119 - $51,601
517 Added 138.24%
891 $88,000
Q1 2023

Apr 17, 2023

SELL
$92.27 - $107.68 $21,222 - $24,766
-230 Reduced 38.08%
374 $36,000
Q4 2021

Jan 31, 2022

SELL
$108.26 - $120.32 $14,073 - $15,641
-130 Reduced 17.71%
604 $69,000
Q3 2020

Oct 28, 2020

BUY
$65.69 - $75.96 $48,216 - $55,754
734 New
734 $52,000

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 Bourgeon Capital Management LLC Portfolio

Follow Bourgeon Capital Management 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 Bourgeon Capital Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bourgeon Capital Management LLC with notifications on news.