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

Emerson Wealth, LLC

$153 Million
Q2 2022

A detailed history of Emerson Wealth, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Emerson Wealth, LLC holds 33,752 shares of IJR stock, worth $4.06 Million. This represents 2.04% of its overall portfolio holdings.

Number of Shares

33,752

Previous 24,472 37.92%

Holding current value

$4.06 Million

Previous $2.64 Million 18.14%

% of portfolio

2.04%

Previous 1.46%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Aug 03, 2022	BUY	$89.03 - $109.02 $826,198 - $1.01 Million	9,280 Added 37.92%	33,752 $3.12 Million
Q1 2022 Apr 25, 2022	BUY	$102.32 - $116.69 $1.05 Million - $1.2 Million	10,301 Added 72.69%	24,472 $2.64 Million
Q2 2021 Aug 04, 2021	SELL	$106.38 - $116.3 $8,510 - $9,304	-80 Reduced 0.56%	14,171 $1.6 Million
Q1 2021 Apr 22, 2021	SELL	$91.04 - $115.01 $37,781 - $47,729	-415 Reduced 2.83%	14,251 $1.55 Million
Q2 2020 Jul 14, 2020	SELL	$50.99 - $75.55 $177,445 - $262,914	-3,480 Reduced 19.18%	14,666 $1 Million
Q1 2020 Apr 20, 2020	BUY	$49.11 - $85.52 $891,150 - $1.55 Million	18,146 New	18,146 $1.02 Million

Others Institutions Holding IJR

# of Institutions

2,569

Shares Held

500M

Call Options Held

1.04M

Put Options Held

671K

View Full List

About ISHARES CORE S&P SM CAP ETF

Ticker IJR
Sector ETFs
Industry ETFs

More about IJR

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Emerson Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Emerson Wealth, LLC with notifications on news.

Account

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