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

Dynasty Wealth Management, LLC

  • $3.39 Trillion
  • Q2 2024

A detailed history of Dynasty Wealth Management, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Dynasty Wealth Management, LLC holds 506,306 shares of IJR stock, worth $57.9 Million. This represents 1.59% of its overall portfolio holdings.

Number of Shares
506,306
Previous 479,451 5.6%
Holding current value
$57.9 Million
Previous $53 Billion 1.91%
% of portfolio
1.59%
Previous 1.69%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024
BUY
$102.13 - $110.88 $2.74 Million - $2.98 Million
26,855 Added 5.6%
506,306 $54 Billion
Q1 2024

May 15, 2024
BUY
$102.35 - $110.52 $49.1 Million - $53 Million
479,451 New
479,451 $53 Billion

Others Institutions Holding IJR

# of Institutions
2,523
Shares Held
494M
Call Options Held
736K
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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