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

Kerntke Otto Mc Glone Wealth Management Group

  • $115 Million
  • Q1 2025

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 18,026 shares of IJR stock, worth $1.8 Million. This represents 1.64% of its overall portfolio holdings.

Number of Shares
18,026
Previous 66,332 72.82%
Holding current value
$1.8 Million
Previous $7.64 Million 75.35%
% of portfolio
1.64%
Previous 5.88%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 01, 2025
SELL
$102.49 - $119.96 $4.95 Million - $5.79 Million
-48,306 Reduced 72.82%
18,026 $1.88 Million
Q4 2024

Feb 14, 2025
BUY
$113.92 - $127.38 $228,979 - $256,033
2,010 Added 3.12%
66,332 $7.64 Million
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
2,812
Shares Held
535M
Call Options Held
877K
Put Options Held
272K
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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