Kiely Wealth Advisory Group, Inc. Ishares Core S&P Sm Cap ETF Transaction History

Kiely Wealth Advisory Group, Inc.

  • $155 Billion
  • Q4 2024

A detailed history of Kiely Wealth Advisory Group, Inc. transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Kiely Wealth Advisory Group, Inc. holds 1,618 shares of IJR stock, worth $181,895. This represents 0.12% of its overall portfolio holdings.

Number of Shares
1,618
Previous 1,618 -0.0%
Holding current value
$181,895
Previous $201 Million 5.82%
% of portfolio
0.12%
Previous 0.13%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024
BUY
$102.13 - $110.88 $72,818 - $79,057
713 Added 78.78%
1,618 $178 Million
Q4 2023

Feb 08, 2024
BUY
$87.61 - $110.11 $79,287 - $99,649
905 New
905 $96.3 Million

Others Institutions Holding IJR

# of Institutions
2,815
Shares Held
537M
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
Track This Portfolio

Track Kiely Wealth Advisory Group, Inc. Portfolio

Follow Kiely Wealth Advisory Group, Inc. 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 Kiely Wealth Advisory Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Kiely Wealth Advisory Group, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email