A detailed history of Legacy Wealth Management, Inc transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Legacy Wealth Management, Inc holds 477,610 shares of IJR stock, worth $59 Million. This represents 3.62% of its overall portfolio holdings.

Number of Shares
477,610
Previous 464,600 2.8%
Holding current value
$59 Million
Previous $49.6 Million 12.73%
% of portfolio
3.62%
Previous 3.59%

Shares

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

Oct 24, 2024

BUY
$105.53 - $118.34 $1.37 Million - $1.54 Million
13,010 Added 2.8%
477,610 $55.9 Million
Q2 2024

Jul 12, 2024

BUY
$102.13 - $110.88 $1.31 Million - $1.43 Million
12,855 Added 2.85%
464,600 $49.6 Million
Q1 2024

Apr 12, 2024

BUY
$102.35 - $110.52 $1.58 Million - $1.71 Million
15,483 Added 3.55%
451,745 $49.9 Million
Q4 2023

Jan 23, 2024

BUY
$87.61 - $110.11 $2.06 Million - $2.6 Million
23,569 Added 5.71%
436,262 $47.2 Million
Q3 2023

Oct 24, 2023

BUY
$92.9 - $105.16 $620,200 - $702,048
6,676 Added 1.64%
412,693 $38.9 Million
Q2 2023

Jul 17, 2023

BUY
$91.14 - $99.81 $1.47 Million - $1.61 Million
16,134 Added 4.14%
406,017 $40.5 Million
Q1 2023

Apr 11, 2023

BUY
$92.27 - $107.68 $832,367 - $971,381
9,021 Added 2.37%
389,883 $37.7 Million
Q4 2022

Jan 17, 2023

BUY
$89.09 - $102.13 $1.36 Million - $1.56 Million
15,300 Added 4.19%
380,862 $0
Q3 2022

Oct 12, 2022

BUY
$87.04 - $106.5 $1.45 Million - $1.77 Million
16,645 Added 4.77%
365,562 $31.9 Million
Q2 2022

Jul 22, 2022

BUY
$89.03 - $109.02 $1.24 Million - $1.52 Million
13,943 Added 4.16%
348,917 $32.2 Million
Q1 2022

Apr 27, 2022

BUY
$102.32 - $116.69 $1.45 Million - $1.65 Million
14,143 Added 4.41%
334,974 $36.1 Million
Q4 2021

Jan 19, 2022

BUY
$108.26 - $120.32 $2.71 Million - $3.01 Million
25,031 Added 8.46%
320,831 $36.7 Million
Q3 2021

Oct 15, 2021

BUY
$104.62 - $113.69 $2.8 Million - $3.04 Million
26,739 Added 9.94%
295,800 $32.3 Million
Q2 2021

Jul 14, 2021

BUY
$106.38 - $116.3 $858,699 - $938,773
8,072 Added 3.09%
269,061 $30.4 Million
Q1 2021

Apr 20, 2021

SELL
$91.04 - $115.01 $1.69 Million - $2.14 Million
-18,567 Reduced 6.64%
260,989 $28.3 Million
Q4 2020

Jan 29, 2021

BUY
$71.23 - $92.42 $10,185 - $13,216
143 Added 0.05%
279,556 $25.7 Million
Q3 2020

Oct 14, 2020

BUY
$65.69 - $75.96 $4,007 - $4,633
61 Added 0.02%
279,413 $19.6 Million
Q2 2020

Jul 28, 2020

SELL
$50.99 - $75.55 $7.78 Million - $11.5 Million
-152,555 Reduced 35.32%
279,352 $19.1 Million
Q1 2020

Apr 09, 2020

SELL
$49.11 - $85.52 $12.4 Million - $21.6 Million
-252,772 Reduced 36.92%
431,907 $24.2 Million
Q4 2019

Jan 30, 2020

BUY
$75.05 - $84.14 $576,534 - $646,363
7,682 Added 1.13%
684,679 $57.4 Million
Q3 2019

Oct 09, 2019

BUY
$73.61 - $80.67 $4.14 Million - $4.53 Million
56,208 Added 9.05%
676,997 $52.7 Million
Q2 2019

Jul 17, 2019

BUY
$73.17 - $81.37 $5.4 Million - $6.01 Million
73,849 Added 13.5%
620,789 $48.6 Million
Q1 2019

Apr 22, 2019

BUY
$68.34 - $81.18 $16.6 Million - $19.7 Million
242,760 Added 79.81%
546,940 $42.2 Million
Q4 2018

Feb 06, 2019

SELL
$65.14 - $85.94 $8.21 Million - $10.8 Million
-125,977 Reduced 29.29%
304,180 $21.1 Million
Q3 2018

Oct 10, 2018

BUY
$84.33 - $90.31 $35.5 Million - $38 Million
420,654 Added 4426.54%
430,157 $37.5 Million
Q2 2018

Jul 16, 2018

SELL
$75.25 - $86.64 $46,880 - $53,976
-623 Reduced 6.15%
9,503 $793,000
Q1 2018

Apr 20, 2018

SELL
$73.35 - $80.36 $26,919 - $29,492
-367 Reduced 3.5%
10,126 $780,000
Q4 2017

Jan 18, 2018

BUY
$73.06 - $77.74 $6,210 - $6,607
85 Added 0.82%
10,493 $806,000
Q3 2017

Oct 12, 2017

BUY
$72.31 - $74.22 $752,602 - $772,481
10,408
10,408 $773,000

Others Institutions Holding IJR

About ISHARES CORE S&P SM CAP ETF


  • Ticker IJR
  • Sector ETFs
  • Industry ETFs
More about IJR
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