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

Core Wealth Partners LLC

  • $146 Billion
  • Q2 2024

A detailed history of Core Wealth Partners LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Core Wealth Partners LLC holds 2,664 shares of IJR stock, worth $306,626. This represents 0.19% of its overall portfolio holdings.

Number of Shares
2,664
Previous 2,614 1.91%
Holding current value
$306,626
Previous $289 Million 1.65%
% of portfolio
0.19%
Previous 0.22%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024
BUY
$102.13 - $110.88 $5,106 - $5,544
50 Added 1.91%
2,664 $284 Million
Q1 2024

Apr 19, 2024
BUY
$102.35 - $110.52 $267,542 - $288,899
2,614 New
2,614 $289 Million

Others Institutions Holding IJR

# of Institutions
2,478
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
Track This Portfolio

Track Core Wealth Partners LLC Portfolio

Follow Core Wealth Partners LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Core Wealth Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Core Wealth Partners LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email