A detailed history of Global Wealth Management Investment Advisory, Inc. transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Global Wealth Management Investment Advisory, Inc. holds 64,217 shares of IJR stock, worth $7.59 Million. This represents 1.6% of its overall portfolio holdings.

Number of Shares
64,217
Previous 62,551 2.66%
Holding current value
$7.59 Million
Previous $6.91 Million 0.93%
% of portfolio
1.6%
Previous 1.7%

Shares

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

Aug 05, 2024

BUY
$102.13 - $110.88 $170,148 - $184,726
1,666 Added 2.66%
64,217 $6.85 Million
Q1 2024

May 10, 2024

BUY
$102.35 - $110.52 $73,589 - $79,463
719 Added 1.16%
62,551 $6.91 Million
Q4 2023

Feb 05, 2024

BUY
$87.61 - $110.11 $70,701 - $88,858
807 Added 1.32%
61,832 $6.69 Million
Q3 2023

Nov 06, 2023

BUY
$92.9 - $105.16 $210,325 - $238,082
2,264 Added 3.85%
61,025 $5.76 Million
Q2 2023

Aug 10, 2023

BUY
$91.14 - $99.81 $250,088 - $273,878
2,744 Added 4.9%
58,761 $5.86 Million
Q1 2023

May 08, 2023

BUY
$92.27 - $107.68 $291,757 - $340,484
3,162 Added 5.98%
56,017 $5.42 Million
Q4 2022

Feb 07, 2023

SELL
$89.09 - $102.13 $64,144 - $73,533
-720 Reduced 1.34%
52,855 $5 Million
Q3 2022

Nov 09, 2022

BUY
$87.04 - $106.5 $666,900 - $816,003
7,662 Added 16.69%
53,575 $4.67 Million
Q3 2022

Oct 19, 2022

SELL
$87.04 - $106.5 $571,156 - $698,853
-6,562 Reduced 12.51%
45,913 $4 Million
Q2 2022

Aug 15, 2022

BUY
$89.03 - $109.02 $410,161 - $502,255
4,607 Added 9.62%
52,475 $4.85 Million
Q1 2022

May 17, 2022

BUY
$102.32 - $116.69 $1.39 Million - $1.59 Million
13,621 Added 39.77%
47,868 $5.16 Million
Q4 2021

Feb 15, 2022

BUY
$108.26 - $120.32 $193,135 - $214,650
1,784 Added 5.5%
34,247 $3.92 Million
Q3 2021

Nov 16, 2021

BUY
$104.62 - $113.69 $314,487 - $341,752
3,006 Added 10.2%
32,463 $3.55 Million
Q2 2021

Aug 11, 2021

BUY
$106.38 - $116.3 $78,614 - $85,945
739 Added 2.57%
29,457 $3.33 Million
Q1 2021

May 17, 2021

SELL
$91.04 - $115.01 $378,544 - $478,211
-4,158 Reduced 12.65%
28,718 $3.12 Million
Q4 2020

Feb 16, 2021

SELL
$71.23 - $92.42 $427 - $554
-6 Reduced 0.02%
32,876 $3.02 Million
Q3 2020

Nov 16, 2020

BUY
$65.69 - $75.96 $19,312 - $22,332
294 Added 0.9%
32,882 $2.31 Million
Q2 2020

Aug 12, 2020

BUY
$50.99 - $75.55 $193,812 - $287,165
3,801 Added 13.2%
32,588 $2.23 Million
Q1 2020

May 14, 2020

BUY
$49.11 - $85.52 $510,154 - $888,381
10,388 Added 56.46%
28,787 $1.62 Million
Q4 2019

Feb 14, 2020

BUY
$75.05 - $84.14 $88,483 - $99,201
1,179 Added 6.85%
18,399 $1.54 Million
Q3 2019

Nov 14, 2019

BUY
$73.61 - $80.67 $67,426 - $73,893
916 Added 5.62%
17,220 $1.34 Million
Q2 2019

Aug 20, 2019

BUY
$73.17 - $81.37 $203,485 - $226,289
2,781 Added 20.56%
16,304 $1.28 Million
Q1 2019

May 10, 2019

BUY
$68.34 - $81.18 $422,819 - $502,260
6,187 Added 84.34%
13,523 $1.04 Million
Q4 2018

Feb 14, 2019

BUY
$65.14 - $85.94 $477,867 - $630,455
7,336 New
7,336 $509,000

Others Institutions Holding IJR

About ISHARES CORE S&P SM CAP ETF


  • Ticker IJR
  • Sector ETFs
  • Industry ETFs
More about IJR
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