Cfm Wealth Partners LLC Ishares Core S&P Sm Cap ETF Transaction History

Cfm Wealth Partners LLC

  • $541 Million
  • Q2 2024

A detailed history of Cfm Wealth Partners LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Cfm Wealth Partners LLC holds 3,369 shares of IJR stock, worth $385,245. This represents 0.07% of its overall portfolio holdings.

Number of Shares
3,369
Previous 3,369 -0.0%
Holding current value
$385,245
Previous $372,000 3.49%
% of portfolio
0.07%
Previous 0.08%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 15, 2024
SELL
$102.35 - $110.52 $107,979 - $116,598
-1,055 Reduced 23.85%
3,369 $372,000
Q2 2023

Jul 14, 2023
SELL
$91.14 - $99.81 $16,314 - $17,865
-179 Reduced 3.89%
4,424 $440,000
Q1 2023

Apr 12, 2023
SELL
$92.27 - $107.68 $1.23 Million - $1.44 Million
-13,377 Reduced 74.4%
4,603 $445,000
Q4 2022

Jan 19, 2023
SELL
$89.09 - $102.13 $1.18 Million - $1.35 Million
-13,231 Reduced 73.59%
4,749 $449 Million
Q4 2022

Jan 19, 2023
BUY
$89.09 - $102.13 $1.18 Million - $1.35 Million
13,231 Added 278.61%
17,980 $0
Q3 2022

Oct 17, 2022
BUY
$87.04 - $106.5 $78,248 - $95,743
899 Added 23.35%
4,749 $414,000
Q2 2022

Jul 12, 2022
SELL
$89.03 - $109.02 $5,252 - $6,432
-59 Reduced 1.51%
3,850 $356,000
Q4 2021

Jan 21, 2022
BUY
$108.26 - $120.32 $14,182 - $15,761
131 Added 3.47%
3,909 $453,000
Q2 2021

Jul 21, 2021
BUY
$106.38 - $116.3 $14,361 - $15,700
135 Added 3.71%
3,778 $427,000
Q1 2021

May 17, 2021
BUY
$91.04 - $115.01 $109,521 - $138,357
1,203 Added 49.3%
3,643 $395,000
Q4 2020

Feb 10, 2021
BUY
$71.23 - $92.42 $173,801 - $225,504
2,440 New
2,440 $224,000
Q3 2020

Nov 10, 2020
SELL
$65.69 - $75.96 $142,875 - $165,213
-2,175 Closed
0 $0
Q1 2020

May 12, 2020
BUY
$49.11 - $85.52 $50,288 - $87,572
1,024 Added 88.97%
2,175 $122,000
Q4 2019

Jan 30, 2020
BUY
$75.05 - $84.14 $86,382 - $96,845
1,151 New
1,151 $98,000

Others Institutions Holding IJR

# of Institutions
2,476
Shares Held
489M
Call Options Held
727K
Put Options Held
97.4K
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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