A detailed history of Congress Wealth Management LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Congress Wealth Management LLC holds 390,977 shares of IJR stock, worth $48.3 Million. This represents 0.64% of its overall portfolio holdings.

Number of Shares
390,977
Previous 116,279 236.24%
Holding current value
$48.3 Million
Previous $12.4 Million 268.71%
% of portfolio
0.64%
Previous 0.2%

Shares

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

Nov 12, 2024

BUY
$105.53 - $118.34 $29 Million - $32.5 Million
274,698 Added 236.24%
390,977 $45.7 Million
Q2 2024

Aug 13, 2024

SELL
$102.13 - $110.88 $225,809 - $245,155
-2,211 Reduced 1.87%
116,279 $12.4 Million
Q1 2024

Apr 18, 2024

BUY
$102.35 - $110.52 $2.09 Million - $2.25 Million
20,392 Added 20.79%
118,490 $13.1 Million
Q4 2023

Feb 09, 2024

BUY
$87.61 - $110.11 $2.03 Million - $2.55 Million
23,167 Added 30.92%
98,098 $10.6 Million
Q3 2023

Oct 30, 2023

BUY
$92.9 - $105.16 $261,792 - $296,340
2,818 Added 3.91%
74,931 $7.07 Million
Q2 2023

Jul 13, 2023

SELL
$91.14 - $99.81 $704,694 - $771,730
-7,732 Reduced 9.68%
72,113 $7.19 Million
Q1 2023

Apr 14, 2023

SELL
$92.27 - $107.68 $372,493 - $434,704
-4,037 Reduced 4.81%
79,845 $7.72 Million
Q4 2022

Feb 02, 2023

BUY
$89.09 - $102.13 $104,324 - $119,594
1,171 Added 1.42%
83,882 $7.94 Million
Q3 2022

Nov 08, 2022

BUY
$87.04 - $106.5 $196,101 - $239,944
2,253 Added 2.8%
82,711 $7.21 Million
Q2 2022

Aug 11, 2022

SELL
$89.03 - $109.02 $252,756 - $309,507
-2,839 Reduced 3.41%
80,458 $7.43 Million
Q1 2022

May 16, 2022

SELL
$102.32 - $116.69 $1.67 Million - $1.9 Million
-16,297 Reduced 16.36%
83,297 $8.99 Million
Q4 2021

Feb 04, 2022

BUY
$108.26 - $120.32 $10.8 Million - $12 Million
99,594 New
99,594 $11.4 Million

Others Institutions Holding IJR

About ISHARES CORE S&P SM CAP ETF


  • Ticker IJR
  • Sector ETFs
  • Industry ETFs
More about IJR
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