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

Family Wealth Group, LLC

  • $92.4 Million
  • Q2 2024

A detailed history of Family Wealth Group, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Family Wealth Group, LLC holds 5,904 shares of IJR stock, worth $729,321. This represents 0.68% of its overall portfolio holdings.

Number of Shares
5,904
Previous 5,699 3.6%
Holding current value
$729,321
Previous $629,000 -0.0%
% of portfolio
0.68%
Previous 0.72%

Shares

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

Aug 14, 2024
BUY
$102.13 - $110.88 $20,936 - $22,730
205 Added 3.6%
5,904 $629,000
Q1 2024

Aug 14, 2024
SELL
$102.35 - $110.52 $24,564 - $26,524
-240 Reduced 4.04%
5,699 $629,000
Q4 2023

Feb 14, 2024
BUY
$87.61 - $110.11 $520,315 - $653,943
5,939 New
5,939 $642,000

Others Institutions Holding IJR

# of Institutions
2,531
Shares Held
494M
Call Options Held
771K
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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