Dougherty Wealth Advisers LLC Ishares Core S&P Sm Cap ETF Transaction History

Dougherty Wealth Advisers LLC

  • $114 Million
  • Q2 2024

A detailed history of Dougherty Wealth Advisers LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Dougherty Wealth Advisers LLC holds 16,598 shares of IJR stock, worth $1.91 Million. This represents 1.55% of its overall portfolio holdings.

Number of Shares
16,598
Previous 16,598 -0.0%
Holding current value
$1.91 Million
Previous $1.83 Million 3.49%
% of portfolio
1.55%
Previous 1.63%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Oct 25, 2023
SELL
$92.9 - $105.16 $47,564 - $53,841
-512 Reduced 2.99%
16,598 $1.57 Million
Q1 2023

Apr 14, 2023
SELL
$92.27 - $107.68 $517,726 - $604,192
-5,611 Reduced 24.7%
17,110 $1.65 Million
Q3 2022

Oct 13, 2022
SELL
$87.04 - $106.5 $67,978 - $83,176
-781 Reduced 3.32%
22,721 $1.98 Million
Q1 2020

May 05, 2020
SELL
$49.11 - $85.52 $13,750 - $23,945
-280 Reduced 1.18%
23,502 $1.32 Million
Q4 2018

Feb 11, 2019
BUY
$65.14 - $85.94 $1.55 Million - $2.04 Million
23,782 New
23,782 $1.83 Million

Others Institutions Holding IJR

# of Institutions
2,478
Shares Held
489M
Call Options Held
727K
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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