Iag Wealth Partners, LLC Ishares Core S&P Sm Cap ETF Transaction History

Iag Wealth Partners, LLC

$494 Million
Q2 2024

A detailed history of Iag Wealth Partners, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Iag Wealth Partners, LLC holds 3,422 shares of IJR stock, worth $404,206. This represents 0.07% of its overall portfolio holdings.

Number of Shares

3,422

Previous 3,608 5.16%

Holding current value

$404,206

Previous $398,000 8.54%

% of portfolio

0.07%

Previous 0.09%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 16, 2024	SELL	$102.13 - $110.88 $18,996 - $20,623	-186 Reduced 5.16%	3,422 $364,000
Q3 2023 Oct 24, 2023	SELL	$92.9 - $105.16 $30,749 - $34,807	-331 Reduced 8.4%	3,608 $340,000
Q2 2023 Aug 10, 2023	SELL	$91.14 - $99.81 $13,671 - $14,971	-150 Reduced 3.67%	3,939 $392,000
Q1 2023 Apr 25, 2023	SELL	$92.27 - $107.68 $53,332 - $62,239	-578 Reduced 12.38%	4,089 $395,000
Q4 2022 Feb 08, 2023	BUY	$89.09 - $102.13 $271,546 - $311,292	3,048 Added 188.26%	4,667 $441,000
Q3 2022 Oct 26, 2022	SELL	$87.04 - $106.5 $13,056 - $15,975	-150 Reduced 8.48%	1,619 $141,000
Q2 2022 Aug 03, 2022	SELL	$89.03 - $109.02 $7,300 - $8,939	-82 Reduced 4.43%	1,769 $163,000
Q4 2021 Feb 14, 2022	SELL	$108.26 - $120.32 $22,301 - $24,785	-206 Reduced 10.01%	1,851 $212,000
Q3 2021 Nov 04, 2021	SELL	$104.62 - $113.69 $732 - $795	-7 Reduced 0.34%	2,057 $225,000
Q2 2021 Aug 04, 2021	SELL	$106.38 - $116.3 $79,040 - $86,410	-743 Reduced 26.47%	2,064 $234,000
Q1 2021 Apr 29, 2021	SELL	$91.04 - $115.01 $64,274 - $81,197	-706 Reduced 20.1%	2,807 $305,000
Q4 2020 Feb 11, 2021	SELL	$71.23 - $92.42 $110,548 - $143,435	-1,552 Reduced 30.64%	3,513 $323,000
Q3 2020 Feb 11, 2021	SELL	$65.69 - $75.96 $9,787 - $11,318	-149 Reduced 2.86%	5,065 $356,000
Q2 2020 Feb 11, 2021	SELL	$50.99 - $75.55 $1.2 Million - $1.77 Million	-23,447 Reduced 81.81%	5,214 $357,000
Q1 2020 Feb 11, 2021	SELL	$49.11 - $85.52 $578,319 - $1.01 Million	-11,776 Reduced 29.12%	28,661 $1.61 Million
Q4 2019 Feb 11, 2021	BUY	$75.05 - $84.14 $3.03 Million - $3.4 Million	40,437 New	40,437 $3.39 Million

Others Institutions Holding IJR

# of Institutions

2,476

Shares Held

489M

Call Options Held

727K

Put Options Held

97.4K

View Full List

About ISHARES CORE S&P SM CAP ETF

Ticker IJR
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Industry ETFs

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Iag Wealth Partners, LLC Ishares Core S&P Sm Cap ETF Transaction History