Hilltop Wealth Advisors, LLC Ishares Core S&P Sm Cap ETF Transaction History

Hilltop Wealth Advisors, LLC

  • $198 Million
  • Q2 2024

A detailed history of Hilltop Wealth Advisors, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Hilltop Wealth Advisors, LLC holds 146,701 shares of IJR stock, worth $16.5 Million. This represents 7.91% of its overall portfolio holdings.

Number of Shares
146,701
Previous 146,540 0.11%
Holding current value
$16.5 Million
Previous $16.2 Million 3.38%
% of portfolio
7.91%
Previous 8.35%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 03, 2024
BUY
$102.13 - $110.88 $16,442 - $17,851
161 Added 0.11%
146,701 $15.6 Million
Q1 2024

Apr 05, 2024
BUY
$102.35 - $110.52 $15 Million - $16.2 Million
146,540 New
146,540 $16.2 Million
Q1 2023

Apr 19, 2023
SELL
$92.27 - $107.68 $328,112 - $382,910
-3,556 Reduced 2.57%
134,611 $13 Million
Q4 2022

Feb 02, 2023
SELL
$93.02 - $102.13 $213,666 - $234,592
-2,297 Reduced 1.64%
138,167 $13.1 Million
Q3 2022

Nov 10, 2022
SELL
$88.85 - $106.5 $1.8 Million - $2.16 Million
-20,235 Reduced 12.59%
140,464 $12.2 Million
Q2 2022

Jul 15, 2022
BUY
$89.03 - $109.02 $340,450 - $416,892
3,824 Added 2.44%
160,699 $14.9 Million
Q1 2022

Apr 19, 2022
SELL
$102.32 - $116.69 $260,609 - $297,209
-2,547 Reduced 1.6%
156,875 $16.9 Million
Q4 2021

Jan 19, 2022
SELL
$108.26 - $120.32 $49,041 - $54,504
-453 Reduced 0.28%
159,422 $18.3 Million
Q3 2021

Oct 21, 2021
BUY
$104.62 - $113.69 $682,017 - $741,145
6,519 Added 4.25%
159,875 $17.5 Million
Q2 2021

Jul 12, 2021
BUY
$106.38 - $116.3 $312,438 - $341,573
2,937 Added 1.95%
153,356 $17.3 Million
Q1 2021

Apr 13, 2021
BUY
$91.04 - $115.01 $13.7 Million - $17.3 Million
150,419 New
150,419 $16.3 Million

Others Institutions Holding IJR

# of Institutions
2,475
Shares Held
489M
Call Options Held
727K
Put Options Held
97.4K
View Full List

About ISHARES CORE S&P SM CAP ETF

IJR Quotes by TradingView
  • Ticker IJR
  • Sector ETFs
  • Industry ETFs
More about IJR
Track This Portfolio

Track Hilltop Wealth Advisors, LLC Portfolio

Follow Hilltop Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Hilltop Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Hilltop Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email