Latko Wealth Management, Ltd. Ishares Core S&P Sm Cap ETF Transaction History

Latko Wealth Management, Ltd.

  • $178 Million
  • Q2 2025

A detailed history of Latko Wealth Management, Ltd. transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Latko Wealth Management, Ltd. holds 54,125 shares of IJR stock, worth $6.5 Million. This represents 3.32% of its overall portfolio holdings.

Number of Shares
54,125
Previous 49,445 9.47%
Holding current value
$6.5 Million
Previous $5.17 Million 14.39%
% of portfolio
3.32%
Previous 3.35%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 07, 2025
BUY
$90.56 - $109.49 $423,820 - $512,413
4,680 Added 9.47%
54,125 $5.92 Million
Q1 2025

Apr 15, 2025
SELL
$102.49 - $119.96 $10,249 - $11,996
-100 Reduced 0.2%
49,445 $5.17 Million
Q4 2024

Jan 30, 2025
BUY
$113.92 - $127.38 $66,415 - $74,262
583 Added 1.19%
49,545 $5.71 Million
Q3 2024

Oct 29, 2024
BUY
$105.53 - $118.34 $5.17 Million - $5.79 Million
48,962 New
48,962 $5.73 Million

Others Institutions Holding IJR

# of Institutions
2,831
Shares Held
565M
Call Options Held
554K
Put Options Held
325K
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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