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

Institute For Wealth Management, Llc.

  • $781 Million
  • Q3 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 2,795 shares of IJR stock, worth $349,067. This represents 0.04% of its overall portfolio holdings.

Number of Shares
2,795
Previous 2,355 18.68%
Holding current value
$349,067
Previous $251,000 29.88%
% of portfolio
0.04%
Previous 0.03%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
BUY
$105.53 - $118.34 $46,433 - $52,069
440 Added 18.68%
2,795 $326,000
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
2,566
Shares Held
500M
Call Options Held
1.04M
Put Options Held
671K
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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