A detailed history of Kathleen S. Wright Associates Inc. transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Kathleen S. Wright Associates Inc. holds 5,279 shares of IJR stock, worth $625,244. This represents 0.25% of its overall portfolio holdings.

Number of Shares
5,279
Previous 5,270 0.17%
Holding current value
$625,244
Previous $616,000 1.3%
% of portfolio
0.25%
Previous 0.25%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 24, 2025

BUY
$113.92 - $127.38 $1,025 - $1,146
9 Added 0.17%
5,279 $608,000
Q3 2024

Oct 11, 2024

BUY
$105.53 - $118.34 $53,503 - $59,998
507 Added 10.64%
5,270 $616,000
Q2 2024

Jul 17, 2024

BUY
$102.13 - $110.88 $2,451 - $2,661
24 Added 0.51%
4,763 $508,000
Q1 2024

Apr 17, 2024

SELL
$102.35 - $110.52 $1,944 - $2,099
-19 Reduced 0.4%
4,739 $523,000
Q4 2023

Jan 31, 2024

SELL
$87.61 - $110.11 $4,993 - $6,276
-57 Reduced 1.18%
4,758 $515,000
Q3 2023

Oct 20, 2023

BUY
$92.9 - $105.16 $92 - $105
1 Added 0.02%
4,815 $454,000
Q2 2023

Jul 20, 2023

SELL
$91.14 - $99.81 $6,562 - $7,186
-72 Reduced 1.47%
4,814 $479,000
Q1 2023

Apr 21, 2023

BUY
$92.27 - $107.68 $5,813 - $6,783
63 Added 1.31%
4,886 $472,000
Q4 2022

Feb 01, 2023

BUY
$89.09 - $102.13 $2,049 - $2,348
23 Added 0.48%
4,823 $456,000
Q3 2022

Oct 18, 2022

BUY
$87.04 - $106.5 $14,970 - $18,318
172 Added 3.72%
4,800 $419,000
Q2 2022

Jul 15, 2022

BUY
$89.03 - $109.02 $77,812 - $95,283
874 Added 23.28%
4,628 $428,000
Q1 2022

Apr 29, 2022

BUY
$102.32 - $116.69 $46,044 - $52,510
450 Added 13.62%
3,754 $405,000
Q4 2021

Feb 02, 2022

BUY
$108.26 - $120.32 $357,691 - $397,537
3,304 New
3,304 $378,000

Others Institutions Holding IJR

About ISHARES CORE S&P SM CAP ETF


  • Ticker IJR
  • Sector ETFs
  • Industry ETFs
More about IJR
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