Ironwood Wealth Management, Inc. Ishares Core S&P Sm Cap ETF Transaction History

Ironwood Wealth Management, Inc.

$204 Million
Q3 2024

A detailed history of Ironwood Wealth Management, Inc. transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Ironwood Wealth Management, Inc. holds 146,406 shares of IJR stock, worth $18.5 Million. This represents 8.39% of its overall portfolio holdings.

Number of Shares

146,406

Previous 147,131 0.49%

Holding current value

$18.5 Million

Previous $15.7 Million 9.12%

% of portfolio

8.39%

Previous 8.05%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 07, 2024	SELL	$105.53 - $118.34 $76,509 - $85,796	-725 Reduced 0.49%	146,406 $17.1 Million
Q2 2024 Jul 15, 2024	BUY	$102.13 - $110.88 $241,537 - $262,231	2,365 Added 1.63%	147,131 $15.7 Million
Q1 2024 Apr 12, 2024	BUY	$102.35 - $110.52 $34,184 - $36,913	334 Added 0.23%	144,766 $16 Million
Q4 2023 Jan 22, 2024	BUY	$87.61 - $110.11 $729,002 - $916,225	8,321 Added 6.11%	144,432 $15.6 Million
Q3 2023 Oct 18, 2023	BUY	$92.9 - $105.16 $63,450 - $71,824	683 Added 0.5%	136,111 $12.8 Million
Q2 2023 Jul 10, 2023	BUY	$91.14 - $99.81 $92,689 - $101,506	1,017 Added 0.76%	135,428 $13.5 Million
Q1 2023 Apr 10, 2023	SELL	$92.27 - $107.68 $32,479 - $37,903	-352 Reduced 0.26%	134,411 $13 Million
Q4 2022 Jan 20, 2023	BUY	$89.09 - $102.13 $37,150 - $42,588	417 Added 0.31%	134,763 $0
Q3 2022 Oct 18, 2022	BUY	$87.04 - $106.5 $37,253 - $45,582	428 Added 0.32%	134,346 $12 Million
Q2 2022 Jul 21, 2022	BUY	$89.03 - $109.02 $148,680 - $182,063	1,670 Added 1.26%	133,918 $12.6 Million
Q1 2022 Apr 21, 2022	BUY	$102.32 - $116.69 $235,438 - $268,503	2,301 Added 1.77%	132,248 $14.3 Million
Q4 2021 Jan 18, 2022	BUY	$108.26 - $120.32 $43,628 - $48,488	403 Added 0.31%	129,947 $14.9 Million
Q3 2021 Oct 21, 2021	SELL	$104.62 - $113.69 $2.75 Million - $2.99 Million	-26,324 Reduced 16.89%	129,544 $14.1 Million
Q2 2021 Jul 19, 2021	SELL	$106.38 - $116.3 $393,180 - $429,844	-3,696 Reduced 2.32%	155,868 $17.6 Million
Q1 2021 Apr 12, 2021	SELL	$91.04 - $115.01 $337,121 - $425,882	-3,703 Reduced 2.27%	159,564 $17.3 Million
Q4 2020 Feb 09, 2021	BUY	$71.23 - $92.42 $11.6 Million - $15.1 Million	163,267 New	163,267 $15 Million

Others Institutions Holding IJR

# of Institutions

2,567

Shares Held

500M

Call Options Held

1.04M

Put Options Held

671K

View Full List

About ISHARES CORE S&P SM CAP ETF

Ticker IJR
Sector ETFs
Industry ETFs

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Ironwood Wealth Management, Inc. Ishares Core S&P Sm Cap ETF Transaction History