Higgins & Schmidt Wealth Strategies LLC Ishares Core S&P Sm Cap ETF Transaction History

Higgins & Schmidt Wealth Strategies LLC

  • $160 Billion
  • Q4 2024

A detailed history of Higgins & Schmidt Wealth Strategies LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Higgins & Schmidt Wealth Strategies LLC holds 10,869 shares of IJR stock, worth $1.13 Million. This represents 0.78% of its overall portfolio holdings.

Number of Shares
10,869
Previous 12,521 13.19%
Holding current value
$1.13 Million
Previous $1.46 Billion 14.49%
% of portfolio
0.78%
Previous 0.95%

Shares

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

Mar 25, 2025
SELL
$113.92 - $127.38 $188,195 - $210,431
-1,652 Reduced 13.19%
10,869 $1.25 Billion
Q3 2024

Mar 25, 2025
BUY
$105.53 - $118.34 $34,191 - $38,342
324 Added 2.66%
12,521 $1.46 Billion
Q2 2024

Mar 25, 2025
SELL
$102.13 - $110.88 $4,391 - $4,767
-43 Reduced 0.35%
12,197 $1.3 Billion
Q1 2024

Mar 25, 2025
SELL
$102.35 - $110.52 $38,176 - $41,223
-373 Reduced 2.96%
12,240 $1.35 Billion
Q4 2023

Mar 25, 2025
BUY
$87.61 - $110.11 $1.11 Million - $1.39 Million
12,613 New
12,613 $1.37 Billion

Others Institutions Holding IJR

# of Institutions
2,835
Shares Held
538M
Call Options Held
877K
Put Options Held
272K
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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