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

Crestmont Private Wealth LLC

  • $208 Billion
  • Q2 2024

A detailed history of Crestmont Private Wealth LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Crestmont Private Wealth LLC holds 75,620 shares of IJR stock, worth $8.6 Million. This represents 3.89% of its overall portfolio holdings.

Number of Shares
75,620
Previous 80,754 6.36%
Holding current value
$8.6 Million
Previous $8.92 Billion 9.63%
% of portfolio
3.89%
Previous 4.43%

Shares

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

Jul 15, 2024
SELL
$102.13 - $110.88 $524,335 - $569,257
-5,134 Reduced 6.36%
75,620 $8.07 Billion
Q1 2024

Apr 11, 2024
SELL
$102.35 - $110.52 $661,181 - $713,959
-6,460 Reduced 7.41%
80,754 $8.92 Billion
Q4 2023

Jan 11, 2024
SELL
$87.61 - $110.11 $1.65 Million - $2.07 Million
-18,837 Reduced 17.76%
87,214 $9.44 Billion
Q3 2023

Oct 11, 2023
BUY
$92.9 - $105.16 $77,943 - $88,229
839 Added 0.8%
106,051 $10 Billion
Q2 2023

Jul 07, 2023
BUY
$91.14 - $99.81 $805,313 - $881,921
8,836 Added 9.17%
105,212 $10.5 Billion
Q1 2023

Apr 06, 2023
SELL
$92.27 - $107.68 $72,616 - $84,744
-787 Reduced 0.81%
96,376 $9.32 Billion
Q4 2022

Jan 06, 2023
SELL
$93.02 - $102.13 $75,160 - $82,521
-808 Reduced 0.82%
97,163 $0
Q3 2022

Oct 07, 2022
BUY
$88.85 - $106.5 $3.91 Million - $4.69 Million
44,003 Added 81.54%
97,971 $8.54 Million
Q2 2022

Jul 13, 2022
BUY
$89.03 - $109.02 $257,741 - $315,612
2,895 Added 5.67%
53,968 $4.99 Million
Q1 2022

Apr 26, 2022
BUY
$102.32 - $116.69 $230,731 - $263,135
2,255 Added 4.62%
51,073 $5.51 Million
Q4 2021

Jan 05, 2022
BUY
$108.26 - $120.32 $5.29 Million - $5.87 Million
48,818 New
48,818 $5.59 Million

Others Institutions Holding IJR

# of Institutions
2,440
Shares Held
479M
Call Options Held
625K
Put Options Held
577K
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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