Buck Wealth Strategies, LLC Ishares Core S&P Sm Cap ETF Transaction History

Buck Wealth Strategies, LLC

$481 Million
Q4 2024

A detailed history of Buck Wealth Strategies, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Buck Wealth Strategies, LLC holds 119,910 shares of IJR stock, worth $13.5 Million. This represents 2.87% of its overall portfolio holdings.

Number of Shares

119,910

Previous 68,442 75.2%

Holding current value

$13.5 Million

Previous $8 Million 72.61%

% of portfolio

2.87%

Previous 2.52%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	BUY	$113.92 - $127.38 $5.86 Million - $6.56 Million	51,468 Added 75.2%	119,910 $13.8 Million
Q3 2024 Nov 05, 2024	SELL	$105.53 - $118.34 $333,580 - $374,072	-3,161 Reduced 4.41%	68,442 $8 Million
Q2 2024 Aug 14, 2024	BUY	$102.13 - $110.88 $7.31 Million - $7.94 Million	71,603 New	71,603 $7.64 Million
Q4 2023 Jan 23, 2024	BUY	$87.61 - $110.11 $168,386 - $211,631	1,922 Added 3.16%	62,735 $6.79 Million
Q3 2023 Nov 06, 2023	BUY	$92.9 - $105.16 $499,430 - $565,340	5,376 Added 9.7%	60,813 $5.74 Million
Q3 2022 Oct 30, 2023	BUY	$87.04 - $106.5 $4.83 Million - $5.9 Million	55,437 New	55,437 $5.23 Billion

Others Institutions Holding IJR

# of Institutions

2,811

Shares Held

537M

Call Options Held

877K

Put Options Held

272K

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 Buck Wealth Strategies, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Buck Wealth Strategies, LLC with notifications on news.

Account

Buck Wealth Strategies, LLC Ishares Core S&P Sm Cap ETF Transaction History