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

Forza Wealth Management, LLC

  • $192 Billion
  • Q1 2024

A detailed history of Forza Wealth Management, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Forza Wealth Management, LLC holds 13,771 shares of IJR stock, worth $1.46 Million. This represents 0.79% of its overall portfolio holdings.

Number of Shares
13,771
Previous 14,071 2.13%
Holding current value
$1.46 Million
Previous $1.52 Billion 0.08%
% of portfolio
0.79%
Previous 0.84%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 22, 2024
SELL
$102.35 - $110.52 $30,705 - $33,156
-300 Reduced 2.13%
13,771 $1.52 Billion
Q1 2023

May 03, 2023
BUY
$92.27 - $107.68 $27,681 - $32,304
300 Added 2.18%
14,071 $1.36 Billion
Q4 2022

Feb 06, 2023
BUY
$93.02 - $102.13 $1.28 Million - $1.41 Million
13,771 New
13,771 $1.3 Billion

Others Institutions Holding IJR

# of Institutions
2,453
Shares Held
481M
Call Options Held
625K
Put Options Held
581K
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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