Lee Kelleher Wealth Management Ishares Core S&P Sm Cap ETF Transaction History

Lee Kelleher Wealth Management

  • $136 Billion
  • Q1 2025

A detailed history of Lee Kelleher Wealth Management transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Lee Kelleher Wealth Management holds 34,166 shares of IJR stock, worth $3.65 Million. This represents 2.63% of its overall portfolio holdings.

Number of Shares
34,166
Previous 33,278 2.67%
Holding current value
$3.65 Million
Previous $3.83 Billion 6.82%
% of portfolio
2.63%
Previous 2.73%

Shares

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

May 08, 2025
BUY
$102.49 - $119.96 $91,011 - $106,524
888 Added 2.67%
34,166 $3.57 Billion
Q4 2024

Apr 17, 2025
BUY
$113.92 - $127.38 $3.79 Million - $4.24 Million
33,278 New
33,278 $3.83 Billion

Others Institutions Holding IJR

# of Institutions
2,815
Shares Held
548M
Call Options Held
533K
Put Options Held
389K
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 Lee Kelleher Wealth Management Portfolio

Follow Lee Kelleher Wealth Management 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 Lee Kelleher Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Lee Kelleher Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email