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

Gateway Wealth Partners, LLC

$363 Billion
Q3 2024

A detailed history of Gateway Wealth Partners, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Gateway Wealth Partners, LLC holds 37,297 shares of IJR stock, worth $4.49 Million. This represents 1.2% of its overall portfolio holdings.

Number of Shares

37,297

Previous 40,175 7.16%

Holding current value

$4.49 Million

Previous $4.29 Billion 1.8%

% of portfolio

1.2%

Previous 1.3%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 24, 2024	SELL	$105.53 - $118.34 $303,715 - $340,582	-2,878 Reduced 7.16%	37,297 $4.36 Billion
Q2 2024 Aug 16, 2024	BUY	$102.13 - $110.88 $74,554 - $80,942	730 Added 1.85%	40,175 $4.29 Billion
Q1 2024 May 14, 2024	BUY	$102.35 - $110.52 $61,205 - $66,090	598 Added 1.54%	39,445 $4.36 Billion
Q4 2023 Feb 13, 2024	BUY	$87.61 - $110.11 $292,967 - $368,207	3,344 Added 9.42%	38,847 $4.21 Billion
Q3 2023 Nov 14, 2023	SELL	$92.9 - $105.16 $126,158 - $142,807	-1,358 Reduced 3.68%	35,503 $3.35 Billion
Q2 2023 Aug 14, 2023	BUY	$91.14 - $99.81 $104,993 - $114,981	1,152 Added 3.23%	36,861 $3.67 Billion
Q1 2023 May 10, 2023	SELL	$92.27 - $107.68 $293,972 - $343,068	-3,186 Reduced 8.19%	35,709 $3.45 Billion
Q4 2022 Feb 15, 2023	BUY	$89.09 - $102.13 $3.47 Million - $3.97 Million	38,895 New	38,895 $3.68 Billion

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 Gateway Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Gateway Wealth Partners, LLC with notifications on news.

Account

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