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

Icon Wealth Advisors, LLC

  • $1.07 Billion
  • Q1 2024

A detailed history of Icon Wealth Advisors, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Icon Wealth Advisors, LLC holds 2,552 shares of IJR stock, worth $269,312. This represents 0.03% of its overall portfolio holdings.

Number of Shares
2,552
Previous 1,501 70.02%
Holding current value
$269,312
Previous $162,000 74.07%
% of portfolio
0.03%
Previous 0.02%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 15, 2024
BUY
$102.35 - $110.52 $107,569 - $116,156
1,051 Added 70.02%
2,552 $282,000
Q4 2023

Feb 14, 2024
SELL
$87.61 - $110.11 $4.74 Million - $5.95 Million
-54,064 Reduced 97.3%
1,501 $162,000
Q4 2022

Feb 14, 2023
SELL
$93.02 - $102.13 $1.41 Million - $1.55 Million
-15,143 Reduced 21.42%
55,565 $5.26 Million
Q3 2022

Jan 25, 2023
BUY
$88.85 - $106.5 $6.28 Million - $7.53 Million
70,708 New
70,708 $6.17 Million

Others Institutions Holding IJR

# of Institutions
2,452
Shares Held
481M
Call Options Held
625K
Put Options Held
581K
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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