Goldstone Financial Group, LLC Ishares Core S&P Sm Cap ETF Transaction History

Goldstone Financial Group, LLC

$638 Billion
Q4 2024

A detailed history of Goldstone Financial Group, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Goldstone Financial Group, LLC holds 56,329 shares of IJR stock, worth $6.65 Million. This represents 1.02% of its overall portfolio holdings.

Number of Shares

56,329

Previous 44,607 26.28%

Holding current value

$6.65 Million

Previous $5.22 Billion 24.4%

% of portfolio

1.02%

Previous 0.91%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	BUY	$113.92 - $127.38 $1.34 Million - $1.49 Million	11,722 Added 26.28%	56,329 $6.49 Billion
Q3 2024 Oct 28, 2024	BUY	$105.53 - $118.34 $4.71 Million - $5.28 Million	44,607 New	44,607 $5.22 Billion
Q2 2024 Jan 15, 2025	SELL	$102.13 - $110.88 $1.69 Million - $1.83 Million	-16,546 Reduced 29.37%	39,783 $4.24 Billion
Q1 2024 Jan 15, 2025	BUY	$102.35 - $110.52 $231,618 - $250,106	2,263 Added 7.26%	33,445 $3.7 Billion
Q4 2023 Jan 15, 2025	BUY	$87.61 - $110.11 $526,185 - $661,320	6,006 Added 23.86%	31,182 $3.38 Billion
Q3 2023 Jan 15, 2025	BUY	$92.9 - $105.16 $208,746 - $236,294	2,247 Added 9.8%	25,176 $2.37 Billion
Q2 2023 Jan 15, 2025	BUY	$91.14 - $99.81 $190,664 - $208,802	2,092 Added 10.04%	22,929 $2.28 Billion
Q1 2023 Jan 15, 2025	SELL	$92.27 - $107.68 $3.27 Million - $3.82 Million	-35,492 Reduced 63.01%	20,837 $2.01 Billion

Others Institutions Holding IJR

# of Institutions

2,589

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

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Goldstone Financial Group, LLC Ishares Core S&P Sm Cap ETF Transaction History