Future Financial Wealth Managment LLC Ishares Core S&P Sm Cap ETF Transaction History

Future Financial Wealth Managment LLC

$138 Million
Q3 2024

A detailed history of Future Financial Wealth Managment LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Future Financial Wealth Managment LLC holds 1,410 shares of IJR stock, worth $178,040. This represents 0.12% of its overall portfolio holdings.

Number of Shares

1,410

Holding current value

$178,040

% of portfolio

0.12%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 08, 2024	BUY	$105.53 - $118.34 $148,797 - $166,859	1,410 New	1,410 $164,000
Q1 2024 Apr 15, 2024	BUY	$102.35 - $110.52 $123,843 - $133,729	1,210 New	1,210 $133,000
Q1 2023 Apr 04, 2023	BUY	$92.27 - $107.68 $456,736 - $533,016	4,950 Added 41.12%	16,989 $1.64 Million
Q4 2022 Jan 05, 2023	SELL	$89.09 - $102.13 $1,603 - $1,838	-18 Reduced 0.15%	12,039 $0
Q3 2022 Oct 13, 2022	BUY	$87.04 - $106.5 $11,228 - $13,738	129 Added 1.08%	12,057 $1.11 Million
Q1 2022 May 03, 2022	SELL	$102.32 - $116.69 $255,186 - $291,024	-2,494 Reduced 17.29%	11,928 $1.29 Million
Q4 2021 Jan 07, 2022	BUY	$108.26 - $120.32 $29,013 - $32,245	268 Added 1.89%	14,422 $1.67 Million
Q2 2021 Aug 04, 2021	SELL	$106.38 - $116.3 $984,972 - $1.08 Million	-9,259 Reduced 39.55%	14,154 $1.6 Million
Q1 2021 May 05, 2021	SELL	$91.04 - $115.01 $25,127 - $31,742	-276 Reduced 1.17%	23,413 $2.54 Million
Q4 2020 Feb 03, 2021	BUY	$71.23 - $92.42 $1.69 Million - $2.19 Million	23,689 New	23,689 $2.18 Million

Others Institutions Holding IJR

# of Institutions

2,567

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 Future Financial Wealth Managment LLC, based on Form 13F filings with the SEC.

News

Stay updated on Future Financial Wealth Managment LLC with notifications on news.

Account

Future Financial Wealth Managment LLC Ishares Core S&P Sm Cap ETF Transaction History