Janiczek Wealth Management, LLC Ishares Core S&P Sm Cap ETF Transaction History

Janiczek Wealth Management, LLC

$475 Million
Q2 2024

A detailed history of Janiczek Wealth Management, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Janiczek Wealth Management, LLC holds 338 shares of IJR stock, worth $39,150. This represents 0.01% of its overall portfolio holdings.

Number of Shares

338

Previous 315 7.3%

Holding current value

$39,150

Previous $34,000 5.88%

% of portfolio

0.01%

Previous 0.01%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 25, 2024	BUY	$102.13 - $110.88 $2,348 - $2,550	23 Added 7.3%	338 $36,000
Q4 2023 Jan 26, 2024	BUY	$87.61 - $110.11 $5,782 - $7,267	66 Added 26.51%	315 $34,000
Q4 2022 Jan 20, 2023	SELL	$89.09 - $102.13 $3,563 - $4,085	-40 Reduced 13.84%	249 $0
Q3 2022 Oct 17, 2022	SELL	$87.04 - $106.5 $10,183 - $12,460	-117 Reduced 28.82%	289 $26,000
Q1 2022 May 05, 2022	SELL	$102.32 - $116.69 $8,697 - $9,918	-85 Reduced 17.31%	406 $44,000
Q4 2021 Feb 02, 2022	BUY	$108.26 - $120.32 $36,158 - $40,186	334 Added 212.74%	491 $56,000
Q3 2021 Oct 19, 2021	BUY	$104.62 - $113.69 $16,425 - $17,849	157 New	157 $17,000
Q1 2020 Apr 20, 2020	SELL	$49.11 - $85.52 $3,830 - $6,670	-78 Closed	0 $0
Q3 2019 Oct 30, 2019	SELL	$73.61 - $80.67 $110,194 - $120,762	-1,497 Reduced 95.05%	78 $6,000
Q1 2019 May 02, 2019	BUY	$68.34 - $81.18 $12,027 - $14,287	176 Added 12.58%	1,575 $122,000
Q4 2018 Jan 28, 2019	BUY	$65.14 - $85.94 $1,302 - $1,718	20 Added 1.45%	1,399 $97,000
Q2 2018 Jul 25, 2018	BUY	$75.25 - $86.64 $103,769 - $119,476	1,379 New	1,379 $115,000

Others Institutions Holding IJR

# of Institutions

2,569

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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Janiczek Wealth Management, LLC Ishares Core S&P Sm Cap ETF Transaction History