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

Dopkins Wealth Management, LLC

  • $227 Million
  • Q3 2025

A detailed history of Dopkins Wealth Management, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Dopkins Wealth Management, LLC holds 2,690 shares of IJR stock, worth $316,855. This represents 0.14% of its overall portfolio holdings.

Number of Shares
2,690
Previous 2,690 -0.0%
Holding current value
$316,855
Previous $293,000 8.87%
% of portfolio
0.14%
Previous 0.14%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 17, 2025
SELL
$90.56 - $109.49 $996 - $1,204
-11 Reduced 0.41%
2,690 $293,000
Q4 2024

Feb 10, 2025
BUY
$113.92 - $127.38 $307,697 - $344,053
2,701 New
2,701 $311,000
Q2 2024

Jul 30, 2024
SELL
$102.13 - $110.88 $11,234 - $12,196
-110 Reduced 3.91%
2,701 $288,000
Q1 2024

May 03, 2024
BUY
$102.35 - $110.52 $287,705 - $310,671
2,811 New
2,811 $310,000
Q1 2022

Apr 18, 2022
SELL
$102.32 - $116.69 $181,004 - $206,424
-1,769 Closed
0 $0
Q4 2021

Jan 18, 2022
BUY
$108.26 - $120.32 $191,511 - $212,846
1,769 New
1,769 $203,000

Others Institutions Holding IJR

# of Institutions
2,845
Shares Held
544M
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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