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

Gateway Wealth Partners, LLC

$386 Billion
Q4 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 37,657 shares of IJR stock, worth $3.92 Million. This represents 1.12% of its overall portfolio holdings.

Number of Shares

37,657

Previous 37,297 0.97%

Holding current value

$3.92 Million

Previous $4.36 Billion 0.54%

% of portfolio

1.12%

Previous 1.2%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	BUY	$113.92 - $127.38 $41,011 - $45,856	360 Added 0.97%	37,657 $4.34 Billion
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

2,837

Shares Held

536M

Call Options Held

877K

Put Options Held

272K

View Full List

About ISHARES CORE S&P SM CAP ETF

Ticker IJR
Sector ETFs
Industry ETFs

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