Institute For Wealth Management, Llc. Ishares Core S&P Sm Cap ETF Transaction History

Institute For Wealth Management, Llc.

  • $737 Million
  • Q2 2024

A detailed history of Institute For Wealth Management, Llc. transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 2,355 shares of IJR stock, worth $292,608. This represents 0.03% of its overall portfolio holdings.

Number of Shares
2,355
Previous 1,995 18.05%
Holding current value
$292,608
Previous $220,000 14.09%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Jul 25, 2024
BUY
$102.13 - $110.88 $36,766 - $39,916
360 Added 18.05%
2,355 $251,000
Q1 2024

Apr 30, 2024
SELL
$102.35 - $110.52 $1,228 - $1,326
-12 Reduced 0.6%
1,995 $220,000
Q4 2023

Jan 31, 2024
BUY
$87.61 - $110.11 $175,833 - $220,990
2,007 New
2,007 $217,000
Q2 2023

Jul 25, 2023
SELL
$91.14 - $99.81 $34,906 - $38,227
-383 Reduced 15.43%
2,099 $209,000
Q1 2023

Apr 20, 2023
SELL
$92.27 - $107.68 $19,838 - $23,151
-215 Reduced 7.97%
2,482 $240,000
Q4 2022

Feb 02, 2023
BUY
$89.09 - $102.13 $1,158 - $1,327
13 Added 0.48%
2,697 $255,000
Q3 2022

Oct 18, 2022
SELL
$87.04 - $106.5 $31,595 - $38,659
-363 Reduced 11.91%
2,684 $234,000
Q4 2021

Jan 21, 2022
SELL
$108.26 - $120.32 $9,093 - $10,106
-84 Reduced 2.68%
3,047 $349,000
Q3 2021

Nov 15, 2021
SELL
$104.62 - $113.69 $5,231 - $5,684
-50 Reduced 1.57%
3,131 $342,000
Q2 2021

Jul 21, 2021
BUY
$106.38 - $116.3 $9,255 - $10,118
87 Added 2.81%
3,181 $359,000
Q1 2021

May 04, 2021
BUY
$91.04 - $115.01 $281,677 - $355,840
3,094 New
3,094 $336,000
Q1 2020

Apr 29, 2020
SELL
$49.11 - $85.52 $54,413 - $94,756
-1,108 Closed
0 $0
Q4 2019

Feb 27, 2020
BUY
$75.05 - $84.14 $83,155 - $93,227
1,108 New
1,108 $93,000
Q2 2018

Aug 10, 2018
SELL
$75.25 - $86.64 $893,292 - $1.03 Million
-11,871 Closed
0 $0
Q1 2018

May 15, 2018
SELL
$73.35 - $80.36 $423,009 - $463,436
-5,767 Reduced 32.7%
11,871 $928,000
Q4 2017

Feb 12, 2018
BUY
$73.06 - $77.74 $1.29 Million - $1.37 Million
17,638 New
17,638 $1.36 Million
Q3 2017

Nov 14, 2017
SELL
$72.31 - $74.22 $648,186 - $665,308
-8,964 Closed
0 $0
Q2 2017

Aug 14, 2017
BUY
N/A
8,964
8,964 $629,000

Others Institutions Holding IJR

# of Institutions
2,538
Shares Held
496M
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
Track This Portfolio

Track Institute For Wealth Management, Llc. Portfolio

Follow Institute For Wealth Management, 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 Institute For Wealth Management, Llc., based on Form 13F filings with the SEC.

News

Stay updated on Institute For Wealth Management, Llc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email