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

Hb Wealth Management, LLC

  • $8.6 Billion
  • Q2 2024

A detailed history of Hb Wealth Management, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Hb Wealth Management, LLC holds 80,478 shares of IJR stock, worth $9.26 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares
80,478
Previous 77,104 4.38%
Holding current value
$9.26 Million
Previous $8.52 Million 0.73%
% of portfolio
0.1%
Previous 0.11%

Shares

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

Jul 26, 2024
BUY
$102.13 - $110.88 $344,586 - $374,109
3,374 Added 4.38%
80,478 $8.58 Million
Q1 2024

Apr 30, 2024
SELL
$102.35 - $110.52 $2.5 Million - $2.7 Million
-24,438 Reduced 24.07%
77,104 $8.52 Million
Q4 2023

Jan 16, 2024
SELL
$87.61 - $110.11 $262,567 - $329,999
-2,997 Reduced 2.87%
101,542 $11 Million
Q3 2023

Oct 13, 2023
SELL
$92.9 - $105.16 $574,493 - $650,309
-6,184 Reduced 5.59%
104,539 $9.86 Million
Q2 2023

Jul 13, 2023
BUY
$91.14 - $99.81 $1.11 Million - $1.22 Million
12,208 Added 12.39%
110,723 $11 Million
Q1 2023

Apr 13, 2023
BUY
$92.27 - $107.68 $472,699 - $551,644
5,123 Added 5.49%
98,515 $9.53 Million
Q4 2022

Jan 20, 2023
BUY
$89.09 - $102.13 $557,257 - $638,823
6,255 Added 7.18%
93,392 $0
Q3 2022

Oct 19, 2022
BUY
$87.04 - $106.5 $3.51 Million - $4.29 Million
40,297 Added 86.03%
87,137 $7.6 Million
Q2 2022

Jul 15, 2022
SELL
$89.03 - $109.02 $4.36 Million - $5.34 Million
-48,959 Reduced 51.11%
46,840 $4.33 Million
Q1 2022

May 16, 2022
BUY
$102.32 - $116.69 $4.62 Million - $5.27 Million
45,144 Added 89.12%
95,799 $10.3 Million
Q4 2021

Feb 15, 2022
BUY
$108.26 - $120.32 $5.48 Million - $6.09 Million
50,655 New
50,655 $5.8 Million

Others Institutions Holding IJR

# of Institutions
2,478
Shares Held
489M
Call Options Held
727K
Put Options Held
97.4K
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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