Heritage Family Offices, LLP Ishares Core S&P Sm Cap ETF Transaction History

Heritage Family Offices, LLP

  • $200 Billion
  • Q4 2024

A detailed history of Heritage Family Offices, LLP transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Heritage Family Offices, LLP holds 2,934 shares of IJR stock, worth $343,718. This represents 0.17% of its overall portfolio holdings.

Number of Shares
2,934
Previous 2,931 0.1%
Holding current value
$343,718
Previous $343 Million 1.4%
% of portfolio
0.17%
Previous 0.18%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 14, 2025
BUY
$113.92 - $127.38 $341 - $382
3 Added 0.1%
2,934 $338 Million
Q3 2024

Oct 16, 2024
SELL
$105.53 - $118.34 $4,115 - $4,615
-39 Reduced 1.31%
2,931 $343 Million
Q2 2024

Aug 01, 2024
BUY
$102.13 - $110.88 $303,326 - $329,313
2,970 New
2,970 $317 Million

Others Institutions Holding IJR

# of Institutions
2,686
Shares Held
522M
Call Options Held
998K
Put Options Held
671K
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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