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

Domani Wealth, LLC

$431 Million
Q1 2023

A detailed history of Domani Wealth, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Domani Wealth, LLC holds 11,893 shares of IJR stock, worth $1.38 Million. This represents 0.27% of its overall portfolio holdings.

Number of Shares

11,893

Previous 11,132 6.84%

Holding current value

$1.38 Million

Previous $1.05 Million 9.21%

% of portfolio

0.27%

Previous 0.26%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 Apr 18, 2023	BUY	$92.27 - $107.68 $70,217 - $81,944	761 Added 6.84%	11,893 $1.15 Million
Q3 2022 Oct 18, 2022	SELL	$87.04 - $106.5 $3,133 - $3,834	-36 Reduced 0.32%	11,132 $971,000
Q4 2021 Jan 18, 2022	SELL	$108.26 - $120.32 $6,820 - $7,580	-63 Reduced 0.56%	11,168 $1.28 Million
Q3 2021 Oct 20, 2021	SELL	$104.62 - $113.69 $7,009 - $7,617	-67 Reduced 0.59%	11,231 $1.23 Million
Q2 2021 Jul 22, 2021	SELL	$106.38 - $116.3 $76,699 - $83,852	-721 Reduced 6.0%	11,298 $1.28 Million
Q1 2021 Apr 12, 2021	SELL	$91.04 - $115.01 $23,579 - $29,787	-259 Reduced 2.11%	12,019 $1.3 Million
Q4 2020 Jan 21, 2021	SELL	$71.23 - $92.42 $60,616 - $78,649	-851 Reduced 6.48%	12,278 $1.13 Million
Q3 2020 Oct 13, 2020	BUY	$65.69 - $75.96 $30,611 - $35,397	466 Added 3.68%	13,129 $922,000
Q2 2020 Jul 24, 2020	SELL	$50.99 - $75.55 $137,061 - $203,078	-2,688 Reduced 17.51%	12,663 $865,000
Q1 2020 Apr 10, 2020	BUY	$49.11 - $85.52 $753,887 - $1.31 Million	15,351 New	15,351 $861,000

Others Institutions Holding IJR

# of Institutions

2,569

Shares Held

500M

Call Options Held

1.04M

Put Options Held

671K

View Full List

About ISHARES CORE S&P SM CAP ETF

Ticker IJR
Sector ETFs
Industry ETFs

More about IJR

Track This Portfolio

Portfolio Update

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

News

Stay updated on Domani Wealth, LLC with notifications on news.

Account

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