Kerntke Otto Mc Glone Wealth Management Group Ishares Core S&P Sm Cap ETF Transaction History

Kerntke Otto Mc Glone Wealth Management Group

  • $118 Million
  • Q3 2024

A detailed history of Kerntke Otto Mc Glone Wealth Management Group transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Kerntke Otto Mc Glone Wealth Management Group holds 64,322 shares of IJR stock, worth $7.99 Million. This represents 6.36% of its overall portfolio holdings.

Number of Shares
64,322
Previous 62,436 3.02%
Holding current value
$7.99 Million
Previous $6.66 Million 12.97%
% of portfolio
6.36%
Previous 6.22%

Shares

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

Nov 12, 2024
BUY
$105.53 - $118.34 $199,029 - $223,189
1,886 Added 3.02%
64,322 $7.52 Million
Q2 2024

Aug 14, 2024
BUY
$102.13 - $110.88 $755,659 - $820,401
7,399 Added 13.44%
62,436 $6.66 Million
Q1 2024

May 10, 2024
SELL
$102.35 - $110.52 $202,960 - $219,161
-1,983 Reduced 3.48%
55,037 $6.08 Million
Q4 2023

Feb 06, 2024
BUY
$87.61 - $110.11 $60,275 - $75,755
688 Added 1.22%
57,020 $6.17 Million
Q3 2023

Nov 13, 2023
BUY
$92.9 - $105.16 $100,517 - $113,783
1,082 Added 1.96%
56,332 $5.31 Million
Q2 2023

Aug 09, 2023
BUY
$91.14 - $99.81 $165,054 - $180,755
1,811 Added 3.39%
55,250 $5.51 Million
Q1 2023

May 04, 2023
SELL
$92.27 - $107.68 $711,124 - $829,889
-7,707 Reduced 12.6%
53,439 $5.17 Million
Q4 2022

Feb 14, 2023
BUY
$89.09 - $102.13 $25,390 - $29,107
285 Added 0.47%
61,146 $5.79 Million
Q3 2022

Nov 14, 2022
SELL
$87.04 - $106.5 $172,861 - $211,509
-1,986 Reduced 3.16%
60,861 $5.31 Million
Q2 2022

Aug 12, 2022
BUY
$89.03 - $109.02 $288,813 - $353,660
3,244 Added 5.44%
62,847 $5.81 Million
Q1 2022

May 16, 2022
BUY
$102.32 - $116.69 $226,843 - $258,701
2,217 Added 3.86%
59,603 $6.43 Million
Q4 2021

Feb 14, 2022
BUY
$108.26 - $120.32 $396,231 - $440,371
3,660 Added 6.81%
57,386 $6.57 Million
Q3 2021

Nov 09, 2021
SELL
$104.62 - $113.69 $3.46 Million - $3.76 Million
-33,089 Reduced 38.11%
53,726 $5.87 Million
Q2 2021

Aug 04, 2021
BUY
$106.38 - $116.3 $285,098 - $311,684
2,680 Added 3.19%
86,815 $9.81 Million
Q1 2021

May 14, 2021
BUY
$91.04 - $115.01 $175,889 - $222,199
1,932 Added 2.35%
84,135 $9.13 Million
Q4 2020

Feb 12, 2021
BUY
$71.23 - $92.42 $323,455 - $419,679
4,541 Added 5.85%
82,203 $7.55 Million
Q3 2020

Nov 12, 2020
BUY
$65.69 - $75.96 $217,171 - $251,123
3,306 Added 4.45%
77,662 $5.45 Million
Q2 2020

Jul 31, 2020
BUY
$50.99 - $75.55 $153,734 - $227,783
3,015 Added 4.23%
74,356 $5.08 Million
Q1 2020

Apr 27, 2020
BUY
$49.11 - $85.52 $155,678 - $271,098
3,170 Added 4.65%
71,341 $4 Million
Q4 2019

Feb 21, 2020
BUY
$75.05 - $84.14 $5.12 Million - $5.74 Million
68,171 New
68,171 $5.72 Million

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 Kerntke Otto Mc Glone Wealth Management Group Portfolio

Follow Kerntke Otto Mc Glone Wealth Management Group 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 Kerntke Otto Mc Glone Wealth Management Group, based on Form 13F filings with the SEC.

News

Stay updated on Kerntke Otto Mc Glone Wealth Management Group with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email