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 2,811 shares of IJR stock, worth $296,644. This represents 0.2% of its overall portfolio holdings.

Number of Shares
2,811
Holding current value
$296,644
% of portfolio
0.2%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About ISHARES CORE S&P SM CAP ETF


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

Track Dopkins Wealth Management, LLC Portfolio

Follow Dopkins Wealth Management, 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 Dopkins Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Dopkins Wealth Management, LLC with notifications on news.