Legacy Wealth Managment, Llc/Id Ishares Core S&P Sm Cap ETF Transaction History

Legacy Wealth Managment, Llc/Id

  • $120 Million
  • Q2 2025

A detailed history of Legacy Wealth Managment, Llc/Id transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Legacy Wealth Managment, Llc/Id holds 1,323 shares of IJR stock, worth $146,707. This represents 0.12% of its overall portfolio holdings.

Number of Shares
1,323
Previous 1,736 23.79%
Holding current value
$146,707
Previous $181,000 20.44%
% of portfolio
0.12%
Previous 0.15%

Shares

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

Aug 06, 2025
SELL
$90.56 - $109.49 $37,401 - $45,219
-413 Reduced 23.79%
1,323 $144,000
Q1 2025

May 16, 2025
BUY
$102.49 - $119.96 $169,928 - $198,893
1,658 Added 2125.64%
1,736 $181,000
Q4 2024

Feb 13, 2025
SELL
$113.92 - $127.38 $8,657 - $9,680
-76 Reduced 49.35%
78 $8,000
Q3 2024

Nov 15, 2024
BUY
$105.53 - $118.34 $16,251 - $18,224
154 New
154 $18,000

Others Institutions Holding IJR

# of Institutions
2,809
Shares Held
555M
Call Options Held
533K
Put Options Held
382K
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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