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

Curated Wealth Partners LLC

  • $769 Million
  • Q3 2024

A detailed history of Curated Wealth Partners LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Curated Wealth Partners LLC holds 1,826 shares of IJR stock, worth $226,880. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,826
Previous 2,601 29.8%
Holding current value
$226,880
Previous $277,000 23.1%
% of portfolio
0.03%
Previous 0.04%

Shares

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

Oct 04, 2024
SELL
$105.53 - $118.34 $81,785 - $91,713
-775 Reduced 29.8%
1,826 $213,000
Q2 2024

Jul 12, 2024
BUY
$102.13 - $110.88 $265,640 - $288,398
2,601 New
2,601 $277,000
Q2 2023

Jul 10, 2023
SELL
$91.14 - $99.81 $141,631 - $155,104
-1,554 Reduced 29.65%
3,688 $367,000
Q1 2023

Apr 27, 2023
SELL
$92.27 - $107.68 $41,521 - $48,456
-450 Reduced 7.91%
5,242 $506,000
Q4 2022

Jan 30, 2023
SELL
$89.09 - $102.13 $19,956 - $22,877
-224 Reduced 3.79%
5,692 $538,000
Q3 2022

Oct 13, 2022
SELL
$87.04 - $106.5 $11,315 - $13,845
-130 Reduced 2.15%
5,916 $517,000
Q2 2022

Jul 27, 2022
BUY
$89.03 - $109.02 $538,275 - $659,134
6,046 New
6,046 $560,000

Others Institutions Holding IJR

# of Institutions
2,538
Shares Held
496M
Call Options Held
771K
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
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