Chokshi & Queen Wealth Advisors, Inc Ishares Core S&P Sm Cap ETF Transaction History

Chokshi & Queen Wealth Advisors, Inc

  • $164 Billion
  • Q1 2025

A detailed history of Chokshi & Queen Wealth Advisors, Inc transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Chokshi & Queen Wealth Advisors, Inc holds 3,014 shares of IJR stock, worth $321,593. This represents 0.19% of its overall portfolio holdings.

Number of Shares
3,014
Previous 4,273 29.46%
Holding current value
$321,593
Previous $492 Million 35.98%
% of portfolio
0.19%
Previous 0.31%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 20, 2025
SELL
$102.49 - $119.96 $129,034 - $151,029
-1,259 Reduced 29.46%
3,014 $315 Million
Q4 2024

Feb 25, 2025
BUY
$113.92 - $127.38 $486,780 - $544,294
4,273 New
4,273 $492 Million

Others Institutions Holding IJR

# of Institutions
2,816
Shares Held
548M
Call Options Held
533K
Put Options Held
389K
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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