A detailed history of Heartwood Wealth Advisors LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Heartwood Wealth Advisors LLC holds 4,948 shares of IJR stock, worth $565,506. This represents 0.06% of its overall portfolio holdings.

Number of Shares
4,948
Previous 4,888 1.23%
Holding current value
$565,506
Previous $521,000 10.94%
% of portfolio
0.06%
Previous 0.06%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 07, 2024

BUY
$105.53 - $118.34 $6,331 - $7,100
60 Added 1.23%
4,948 $578,000
Q2 2024

Jul 09, 2024

BUY
$102.13 - $110.88 $9,089 - $9,868
89 Added 1.85%
4,888 $521,000
Q1 2024

Apr 02, 2024

BUY
$102.35 - $110.52 $55,576 - $60,012
543 Added 12.76%
4,799 $530,000
Q4 2023

Jan 17, 2024

BUY
$87.61 - $110.11 $27,159 - $34,134
310 Added 7.86%
4,256 $460,000
Q2 2023

Jul 19, 2023

BUY
$91.14 - $99.81 $10,845 - $11,877
119 Added 3.11%
3,946 $393,000
Q1 2023

Apr 14, 2023

BUY
$92.27 - $107.68 $5,167 - $6,030
56 Added 1.49%
3,827 $370,000
Q4 2022

Jan 12, 2023

SELL
$89.09 - $102.13 $27,172 - $31,149
-305 Reduced 7.48%
3,771 $0
Q3 2022

Oct 25, 2022

SELL
$87.04 - $106.5 $283,228 - $346,551
-3,254 Reduced 44.39%
4,076 $355,000
Q2 2022

Jul 25, 2022

BUY
$89.03 - $109.02 $336,088 - $411,550
3,775 Added 106.19%
7,330 $677,000
Q1 2022

Apr 26, 2022

SELL
$102.32 - $116.69 $5,218 - $5,951
-51 Reduced 1.41%
3,555 $384,000
Q4 2021

Jan 12, 2022

BUY
$108.26 - $120.32 $46,443 - $51,617
429 Added 13.5%
3,606 $413,000
Q1 2021

Apr 19, 2021

SELL
$91.04 - $115.01 $225,506 - $284,879
-2,477 Reduced 43.81%
3,177 $345,000
Q3 2020

Oct 28, 2020

SELL
$65.69 - $75.96 $12.8 Million - $14.8 Million
-195,000 Reduced 97.18%
5,654 $397,000
Q2 2020

Aug 05, 2020

BUY
$50.99 - $75.55 $10.2 Million - $15.2 Million
200,654 New
200,654 $581,000

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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