Grand Wealth Management, LLC Ishares Core S&P Sm Cap ETF Transaction History

Grand Wealth Management, LLC

  • $191 Million
  • Q3 2025

A detailed history of Grand Wealth Management, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Grand Wealth Management, LLC holds 252 shares of IJR stock, worth $29,683. This represents 0.02% of its overall portfolio holdings.

Number of Shares
252
Previous 263 4.18%
Holding current value
$29,683
Previous $28,000 3.57%
% of portfolio
0.02%
Previous 0.02%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 31, 2025
SELL
$108.46 - $120.63 $1,193 - $1,326
-11 Reduced 4.18%
252 $29,000
Q1 2024

May 09, 2024
BUY
$102.35 - $110.52 $102 - $110
1 Added 0.38%
263 $29,000
Q4 2023

Jan 29, 2024
SELL
$87.61 - $110.11 $87 - $110
-1 Reduced 0.38%
262 $28,000
Q4 2021

Aug 25, 2022
BUY
$108.26 - $120.32 $28,472 - $31,644
263 New
263 $30,000

Others Institutions Holding IJR

# of Institutions
2,861
Shares Held
542M
Call Options Held
554K
Put Options Held
325K
View Full List

About ISHARES CORE S&P SM CAP ETF

IJR Quotes by TradingView
  • Ticker IJR
  • Sector ETFs
  • Industry ETFs
More about IJR
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