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

Drive Wealth Management, LLC

$388 Million
Q4 2024

A detailed history of Drive Wealth Management, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Drive Wealth Management, LLC holds 37,867 shares of IJR stock, worth $4.5 Million. This represents 1.12% of its overall portfolio holdings.

Number of Shares

37,867

Previous 33,620 12.63%

Holding current value

$4.5 Million

Previous $3.93 Million 10.96%

% of portfolio

1.12%

Previous 1.04%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	BUY	$113.92 - $127.38 $483,818 - $540,982	4,247 Added 12.63%	37,867 $4.36 Million
Q3 2024 Nov 07, 2024	BUY	$105.53 - $118.34 $117,454 - $131,712	1,113 Added 3.42%	33,620 $3.93 Million
Q2 2024 Jul 31, 2024	BUY	$102.13 - $110.88 $285,351 - $309,798	2,794 Added 9.4%	32,507 $3.47 Million
Q1 2024 Apr 22, 2024	BUY	$102.35 - $110.52 $559,342 - $603,991	5,465 Added 22.54%	29,713 $3.28 Million
Q4 2023 Jan 22, 2024	BUY	$87.61 - $110.11 $549,577 - $690,720	6,273 Added 34.9%	24,248 $2.62 Million
Q3 2023 Oct 10, 2023	BUY	$92.9 - $105.16 $440,346 - $498,458	4,740 Added 35.81%	17,975 $1.7 Million
Q2 2023 Jul 14, 2023	BUY	$91.14 - $99.81 $844,320 - $924,639	9,264 Added 233.29%	13,235 $1.32 Million
Q1 2023 Apr 13, 2023	BUY	$92.27 - $107.68 $366,404 - $427,597	3,971 New	3,971 $383,000

Others Institutions Holding IJR

# of Institutions

2,672

Shares Held

520M

Call Options Held

998K

Put Options Held

671K

View Full List

About ISHARES CORE S&P SM CAP ETF

Ticker IJR
Sector ETFs
Industry ETFs

More about IJR

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