Horizon Family Wealth, Inc. Ishares Core S&P Sm Cap ETF Transaction History

Horizon Family Wealth, Inc.

  • $126 Million
  • Q2 2024

A detailed history of Horizon Family Wealth, Inc. transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Horizon Family Wealth, Inc. holds 31,544 shares of IJR stock, worth $3.9 Million. This represents 2.68% of its overall portfolio holdings.

Number of Shares
31,544
Previous 32,671 3.45%
Holding current value
$3.9 Million
Previous $3.61 Million 6.81%
% of portfolio
2.68%
Previous 2.92%

Shares

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

Aug 07, 2024
SELL
$102.13 - $110.88 $115,100 - $124,961
-1,127 Reduced 3.45%
31,544 $3.36 Million
Q1 2024

May 09, 2024
SELL
$102.35 - $110.52 $296,815 - $320,508
-2,900 Reduced 8.15%
32,671 $3.61 Million
Q4 2023

Feb 07, 2024
BUY
$87.61 - $110.11 $127,122 - $159,769
1,451 Added 4.25%
35,571 $3.85 Million
Q3 2023

Nov 15, 2023
BUY
$92.9 - $105.16 $106,927 - $121,039
1,151 Added 3.49%
34,120 $3.22 Million
Q3 2023

Nov 08, 2023
BUY
$92.9 - $105.16 $49,794 - $56,365
536 Added 1.65%
32,969 $3.11 Million
Q2 2023

Aug 11, 2023
BUY
$91.14 - $99.81 $159,768 - $174,966
1,753 Added 5.71%
32,433 $3.23 Million
Q1 2023

May 05, 2023
BUY
$92.27 - $107.68 $8,857 - $10,337
96 Added 0.31%
30,680 $2.97 Million
Q4 2022

Feb 06, 2023
BUY
$89.09 - $102.13 $14,076 - $16,136
158 Added 0.52%
30,584 $2.89 Million
Q3 2022

Oct 28, 2022
BUY
$87.04 - $106.5 $33,597 - $41,109
386 Added 1.28%
30,426 $2.65 Million
Q2 2022

Aug 05, 2022
BUY
$89.03 - $109.02 $141,379 - $173,123
1,588 Added 5.58%
30,040 $2.78 Million
Q1 2022

May 06, 2022
BUY
$102.32 - $116.69 $133,016 - $151,697
1,300 Added 4.79%
28,452 $3.07 Million
Q4 2021

Feb 11, 2022
BUY
$108.26 - $120.32 $2.94 Million - $3.27 Million
27,152 New
27,152 $3.11 Million

Others Institutions Holding IJR

# of Institutions
2,531
Shares Held
494M
Call Options Held
771K
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
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