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

Kfg Wealth Management, LLC

  • $222 Million
  • Q1 2024

A detailed history of Kfg Wealth Management, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Kfg Wealth Management, LLC holds 2,823 shares of IJR stock, worth $297,911. This represents 0.14% of its overall portfolio holdings.

Number of Shares
2,823
Previous 3,800 25.71%
Holding current value
$297,911
Previous $411,000 24.33%
% of portfolio
0.14%
Previous 0.2%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 19, 2024
SELL
$102.35 - $110.52 $99,995 - $107,978
-977 Reduced 25.71%
2,823 $311,000
Q4 2023

Jan 31, 2024
BUY
$87.61 - $110.11 $13,491 - $16,956
154 Added 4.22%
3,800 $411,000
Q3 2023

Oct 17, 2023
BUY
$92.9 - $105.16 $71,161 - $80,552
766 Added 26.6%
3,646 $343,000
Q2 2023

Jul 18, 2023
BUY
$91.14 - $99.81 $43,291 - $47,409
475 Added 19.75%
2,880 $287 Million
Q1 2023

Apr 14, 2023
BUY
$92.27 - $107.68 $221,909 - $258,970
2,405 New
2,405 $231 Million

Others Institutions Holding IJR

# of Institutions
2,452
Shares Held
481M
Call Options Held
625K
Put Options Held
581K
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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