Henrickson Nauta Wealth Advisors, Inc. Ishares Core S&P Sm Cap ETF Transaction History

Henrickson Nauta Wealth Advisors, Inc.

$231 Million
Q2 2024

A detailed history of Henrickson Nauta Wealth Advisors, Inc. transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Henrickson Nauta Wealth Advisors, Inc. holds 8,432 shares of IJR stock, worth $974,233. This represents 0.39% of its overall portfolio holdings.

Number of Shares

8,432

Previous 7,969 5.81%

Holding current value

$974,233

Previous $880,000 2.16%

% of portfolio

0.39%

Previous 0.38%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 31, 2024	BUY	$102.13 - $110.88 $47,286 - $51,337	463 Added 5.81%	8,432 $899,000
Q1 2024 Apr 15, 2024	SELL	$102.35 - $110.52 $86,690 - $93,610	-847 Reduced 9.61%	7,969 $880,000
Q4 2023 Jan 12, 2024	BUY	$87.61 - $110.11 $275,883 - $346,736	3,149 Added 55.57%	8,816 $954,000
Q4 2022 Feb 02, 2023	SELL	$89.09 - $102.13 $890 - $1,021	-10 Reduced 0.18%	5,667 $536,000
Q3 2022 Oct 26, 2022	BUY	$87.04 - $106.5 $870 - $1,065	10 Added 0.18%	5,677 $495,000
Q4 2021 Feb 11, 2022	BUY	$108.26 - $120.32 $613,509 - $681,853	5,667 New	5,667 $608,000

Others Institutions Holding IJR

# of Institutions

2,479

Shares Held

489M

Call Options Held

727K

Put Options Held

97.4K

View Full List

About ISHARES CORE S&P SM CAP ETF

Ticker IJR
Sector ETFs
Industry ETFs

More about IJR

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Henrickson Nauta Wealth Advisors, Inc. Ishares Core S&P Sm Cap ETF Transaction History