Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 11, 2024

BUY
$87.61 - $110.11 $3,679 - $4,624
42 Added 1.68%
2,545 $275,000
Q3 2023

Oct 24, 2023

SELL
$92.9 - $105.16 $6,224 - $7,045
-67 Reduced 2.61%
2,503 $236,000
Q2 2023

Jul 19, 2023

SELL
$91.14 - $99.81 $34,633 - $37,927
-380 Reduced 12.88%
2,570 $256,000
Q1 2023

May 01, 2023

BUY
$92.27 - $107.68 $67,172 - $78,391
728 Added 32.76%
2,950 $285,000
Q2 2022

Aug 11, 2022

SELL
$89.03 - $109.02 $29,646 - $36,303
-333 Reduced 13.03%
2,222 $203,000
Q1 2022

May 09, 2022

BUY
$102.32 - $116.69 $11,459 - $13,069
112 Added 4.58%
2,555 $264,000
Q4 2021

Jan 24, 2022

BUY
$108.26 - $120.32 $26,415 - $29,358
244 Added 11.1%
2,443 $275,000
Q3 2021

Oct 13, 2021

SELL
$104.62 - $113.69 $4,917 - $5,343
-47 Reduced 2.09%
2,199 $245,000
Q2 2021

Aug 12, 2021

BUY
$106.38 - $116.3 $21,276 - $23,260
200 Added 9.78%
2,246 $250,000
Q1 2021

May 17, 2021

SELL
$91.04 - $115.01 $25,764 - $32,547
-283 Reduced 12.15%
2,046 $224,000
Q4 2020

May 17, 2021

BUY
$71.23 - $92.42 $165,894 - $215,246
2,329 New
2,329 $216,000

Others Institutions Holding IJR

About ISHARES CORE S&P SM CAP ETF


  • Ticker IJR
  • Sector ETFs
  • Industry ETFs
More about IJR
Track This Portfolio

Track Corepath Wealth Partners LLC Portfolio

Follow Corepath 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 Corepath Wealth Partners LLC, based on Form 13F filings with the SEC.

News

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