Legacy Capital Wealth Partners, LLC Ishares Core S&P Sm Cap ETF Transaction History

Legacy Capital Wealth Partners, LLC

  • $574 Million
  • Q3 2024

A detailed history of Legacy Capital Wealth Partners, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Legacy Capital Wealth Partners, LLC holds 9,159 shares of IJR stock, worth $1.14 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares
9,159
Previous 2,415 279.25%
Holding current value
$1.14 Million
Previous $257,000 316.73%
% of portfolio
0.19%
Previous 0.07%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 04, 2024
BUY
$105.53 - $118.34 $711,694 - $798,084
6,744 Added 279.25%
9,159 $1.07 Million
Q2 2024

Aug 01, 2024
BUY
$102.13 - $110.88 $246,643 - $267,775
2,415 New
2,415 $257,000
Q4 2023

Feb 05, 2024
SELL
$87.61 - $110.11 $286,309 - $359,839
-3,268 Reduced 2.5%
127,272 $13.8 Million
Q3 2023

Oct 16, 2023
BUY
$92.9 - $105.16 $5.9 Million - $6.68 Million
63,505 Added 94.73%
130,540 $12.3 Million
Q2 2023

Jul 27, 2023
SELL
$91.14 - $99.81 $671,519 - $735,400
-7,368 Reduced 9.9%
67,035 $6.68 Million
Q1 2023

May 10, 2023
BUY
$92.27 - $107.68 $3.34 Million - $3.9 Million
36,188 Added 94.7%
74,403 $7.19 Million
Q4 2022

Feb 09, 2023
BUY
$89.09 - $102.13 $36,170 - $41,464
406 Added 1.07%
38,215 $3.62 Million
Q3 2022

Nov 14, 2022
BUY
$87.04 - $106.5 $88,867 - $108,736
1,021 Added 2.78%
37,809 $3.3 Million
Q2 2022

Aug 12, 2022
BUY
$89.03 - $109.02 $297,627 - $364,453
3,343 Added 10.0%
36,788 $3.4 Million
Q1 2022

May 16, 2022
SELL
$102.32 - $116.69 $8.47 Million - $9.66 Million
-82,788 Reduced 71.23%
33,445 $3.61 Million
Q4 2021

Feb 14, 2022
SELL
$108.26 - $120.32 $356 Million - $396 Million
-3,292,316 Reduced 96.59%
116,233 $13.1 Million
Q3 2021

Nov 15, 2021
BUY
$104.62 - $113.69 $348 Million - $378 Million
3,323,937 Added 3928.45%
3,408,549 $12.5 Million
Q2 2021

Aug 13, 2021
BUY
$106.38 - $116.3 $528,921 - $578,243
4,972 Added 6.24%
84,612 $9.56 Million
Q1 2021

May 14, 2021
SELL
$91.04 - $115.01 $3.15 Million - $3.98 Million
-34,570 Reduced 30.27%
79,640 $8.64 Million
Q4 2020

Feb 16, 2021
BUY
$71.23 - $92.42 $8.14 Million - $10.6 Million
114,210 New
114,210 $10.5 Million

Others Institutions Holding IJR

# of Institutions
2,566
Shares Held
500M
Call Options Held
1.04M
Put Options Held
671K
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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