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

Core Wealth Partners LLC

  • $197 Billion
  • Q2 2025

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 $313,792. This represents 0.15% of its overall portfolio holdings.

Number of Shares
2,664
Previous 2,664 -0.0%
Holding current value
$313,792
Previous $279 Million 4.51%
% of portfolio
0.15%
Previous 0.16%

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
2,859
Shares Held
545M
Call Options Held
554K
Put Options Held
325K
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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