Concentrum Wealth Management Ishares Core S&P Sm Cap ETF Transaction History

Concentrum Wealth Management

  • $217 Billion
  • Q1 2024

A detailed history of Concentrum Wealth Management transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Concentrum Wealth Management holds 4,507 shares of IJR stock, worth $479,499. This represents 0.23% of its overall portfolio holdings.

Number of Shares
4,507
Previous 9,066 50.29%
Holding current value
$479,499
Previous $981 Million 49.24%
% of portfolio
0.23%
Previous 0.51%

Shares

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

May 06, 2024
SELL
$102.35 - $110.52 $466,613 - $503,860
-4,559 Reduced 50.29%
4,507 $498 Million
Q4 2023

Feb 06, 2024
BUY
$87.61 - $110.11 $449,526 - $564,974
5,131 Added 130.39%
9,066 $981 Million
Q3 2023

Nov 08, 2023
BUY
$92.9 - $105.16 $365,561 - $413,804
3,935 New
3,935 $371,000

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

IJR Quotes by TradingView
  • Ticker IJR
  • Sector ETFs
  • Industry ETFs
More about IJR
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