A detailed history of Heron Financial Group, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Heron Financial Group, LLC holds 3,359 shares of IJR stock, worth $419,505. This represents 0.18% of its overall portfolio holdings.

Number of Shares
3,359
Previous 3,359 -0.0%
Holding current value
$419,505
Previous $324,000 3.09%
% of portfolio
0.18%
Previous 0.18%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

Apr 19, 2023

SELL
$92.27 - $107.68 $14,763 - $17,228
-160 Reduced 4.55%
3,359 $324,000
Q3 2022

Oct 27, 2022

BUY
$87.04 - $106.5 $3,220 - $3,940
37 Added 1.06%
3,519 $307,000
Q2 2022

Jul 29, 2022

BUY
$89.03 - $109.02 $445 - $545
5 Added 0.14%
3,482 $322,000
Q1 2022

May 12, 2022

BUY
$102.32 - $116.69 $1,023 - $1,166
10 Added 0.29%
3,477 $375,000
Q4 2021

Feb 04, 2022

SELL
$108.26 - $120.32 $4,871 - $5,414
-45 Reduced 1.28%
3,467 $371,000
Q3 2021

Nov 04, 2021

SELL
$104.62 - $113.69 $209 - $227
-2 Reduced 0.06%
3,512 $383,000
Q2 2021

Aug 16, 2021

BUY
$106.38 - $116.3 $9,786 - $10,699
92 Added 2.69%
3,514 $397,000
Q1 2021

Apr 14, 2021

BUY
$91.04 - $115.01 $2,367 - $2,990
26 Added 0.77%
3,422 $377,000
Q4 2020

Feb 16, 2021

BUY
$71.23 - $92.42 $24,503 - $31,792
344 Added 11.27%
3,396 $335,000
Q2 2020

Jul 20, 2020

BUY
$50.99 - $75.55 $155,621 - $230,578
3,052 New
3,052 $205,000
Q1 2020

Apr 23, 2020

SELL
$49.11 - $85.52 $153,468 - $267,250
-3,125 Closed
0 $0
Q4 2019

Feb 14, 2020

BUY
$75.05 - $84.14 $234,531 - $262,937
3,125 New
3,125 $260,000

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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