Cjm Wealth Advisers, Ltd. Ishares Core S&P Sm Cap ETF Transaction History

Cjm Wealth Advisers, Ltd.

$264 Billion
Q1 2024

A detailed history of Cjm Wealth Advisers, Ltd. transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Cjm Wealth Advisers, Ltd. holds 191,697 shares of IJR stock, worth $20.4 Million. This represents 8.03% of its overall portfolio holdings.

Number of Shares

191,697

Previous 191,913 0.11%

Holding current value

$20.4 Million

Previous $20.8 Billion 1.98%

% of portfolio

8.03%

Previous 9.17%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 08, 2024	SELL	$102.35 - $110.52 $22,107 - $23,872	-216 Reduced 0.11%	191,697 $21.2 Billion
Q4 2023 Jan 19, 2024	SELL	$87.61 - $110.11 $449,702 - $565,194	-5,133 Reduced 2.6%	191,913 $20.8 Billion
Q3 2023 Oct 26, 2023	SELL	$92.9 - $105.16 $532,595 - $602,882	-5,733 Reduced 2.83%	197,046 $18.6 Billion
Q2 2023 Sep 15, 2023	SELL	$91.14 - $99.81 $826,275 - $904,877	-9,066 Reduced 4.28%	202,779 $20.2 Billion
Q1 2023 Sep 15, 2023	BUY	$92.27 - $107.68 $661,114 - $771,527	7,165 Added 3.5%	211,845 $20.5 Billion

Q4 2022 Sep 15, 2023	BUY	$93.02 - $102.13 $677,836 - $744,221	7,287 Added 3.69%	204,680 $19.4 Billion
Q3 2022 Sep 15, 2023	BUY	$88.85 - $106.5 $446,204 - $534,843	5,022 Added 2.61%	197,393 $17.2 Billion
Q2 2022 Sep 15, 2023	BUY	$89.03 - $109.02 $9.4 Million - $11.5 Million	105,544 Added 121.56%	192,371 $17.8 Billion
Q1 2022 Sep 15, 2023	BUY	$102.32 - $116.69 $1.82 Million - $2.08 Million	17,824 Added 25.83%	86,827 $9.37 Billion
Q4 2021 Sep 15, 2023	BUY	$108.26 - $120.32 $7.47 Million - $8.3 Million	69,003 New	69,003 $7.9 Billion

Others Institutions Holding IJR

# of Institutions

2,452

Shares Held

481M

Call Options Held

625K

Put Options Held

581K

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 Cjm Wealth Advisers, Ltd., based on Form 13F filings with the SEC.

News

Stay updated on Cjm Wealth Advisers, Ltd. with notifications on news.

Account

Cjm Wealth Advisers, Ltd. Ishares Core S&P Sm Cap ETF Transaction History