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

Cahill Wealth Management, LLC

  • $194 Million
  • Q3 2024

A detailed history of Cahill Wealth Management, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Cahill Wealth Management, LLC holds 91,843 shares of IJR stock, worth $11.1 Million. This represents 5.54% of its overall portfolio holdings.

Number of Shares
91,843
Previous 87,455 5.02%
Holding current value
$11.1 Million
Previous $9.33 Million 15.16%
% of portfolio
5.54%
Previous 5.57%

Shares

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

Nov 01, 2024
BUY
$105.53 - $118.34 $463,065 - $519,275
4,388 Added 5.02%
91,843 $10.7 Million
Q2 2024

Aug 13, 2024
BUY
$102.13 - $110.88 $250,524 - $271,988
2,453 Added 2.89%
87,455 $9.33 Million
Q1 2024

May 10, 2024
BUY
$102.35 - $110.52 $152,194 - $164,343
1,487 Added 1.78%
85,002 $9.39 Million
Q4 2023

Jan 29, 2024
BUY
$87.61 - $110.11 $568,588 - $714,613
6,490 Added 8.43%
83,515 $9.04 Million
Q3 2023

Oct 31, 2023
BUY
$92.9 - $105.16 $271,175 - $306,962
2,919 Added 3.94%
77,025 $7.27 Million
Q2 2023

Aug 11, 2023
BUY
$91.14 - $99.81 $154,573 - $169,277
1,696 Added 2.34%
74,106 $7.38 Million
Q1 2023

May 08, 2023
BUY
$92.27 - $107.68 $13,379 - $15,613
145 Added 0.2%
72,410 $7 Million
Q4 2022

Feb 14, 2023
BUY
$89.09 - $102.13 $573,205 - $657,104
6,434 Added 9.77%
72,265 $6.84 Million
Q3 2022

Nov 10, 2022
SELL
$87.04 - $106.5 $287,319 - $351,556
-3,301 Reduced 4.77%
65,831 $5.74 Million
Q2 2022

Aug 15, 2022
BUY
$89.03 - $109.02 $517,175 - $633,297
5,809 Added 9.17%
69,132 $6.39 Million
Q1 2022

May 10, 2022
BUY
$102.32 - $116.69 $6.48 Million - $7.39 Million
63,323 New
63,323 $6.83 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

IJR Quotes by TradingView
  • Ticker IJR
  • Sector ETFs
  • Industry ETFs
More about IJR
Track This Portfolio

Track Cahill Wealth Management, LLC Portfolio

Follow Cahill Wealth 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 Cahill Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cahill Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email