A detailed history of Harrison & CO Wealth Management, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Harrison & CO Wealth Management, LLC holds 23,332 shares of IJR stock, worth $2.48 Million. This represents 2.15% of its overall portfolio holdings.

Number of Shares
23,332
Previous 27,307 14.56%
Holding current value
$2.48 Million
Previous $2.38 Million 7.27%
% of portfolio
2.15%
Previous 2.53%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Jan 17, 2023

SELL
$93.02 - $102.13 $369,754 - $405,966
-3,975 Reduced 14.56%
23,332 $0
Q3 2022

Oct 18, 2022

BUY
$88.85 - $106.5 $175,656 - $210,550
1,977 Added 7.8%
27,307 $2.38 Million
Q2 2022

Jul 11, 2022

BUY
$89.03 - $109.02 $108,616 - $133,004
1,220 Added 5.06%
25,330 $2.34 Million
Q1 2022

Apr 18, 2022

BUY
$102.32 - $116.69 $149,284 - $170,250
1,459 Added 6.44%
24,110 $2.6 Million
Q4 2021

Jan 31, 2022

BUY
$108.26 - $120.32 $2.45 Million - $2.73 Million
22,651 New
22,651 $2.59 Million

Others Institutions Holding IJR

About ISHARES CORE S&P SM CAP ETF


  • Ticker IJR
  • Sector ETFs
  • Industry ETFs
More about IJR
Track This Portfolio

Track Harrison & CO Wealth Management, LLC Portfolio

Follow Harrison & CO Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Harrison & CO Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Harrison & CO Wealth Management, LLC with notifications on news.