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

Legacy Wealth Planning, LLC

$60.4 Million
Q3 2022

A detailed history of Legacy Wealth Planning, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Legacy Wealth Planning, LLC holds 2,425 shares of IJR stock, worth $280,887. This represents 0.35% of its overall portfolio holdings.

Number of Shares

2,425

Previous 2,517 3.66%

Holding current value

$280,887

Previous $233,000 9.44%

% of portfolio

0.35%

Previous 0.33%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Nov 10, 2022	SELL	$87.04 - $106.5 $8,007 - $9,798	-92 Reduced 3.66%	2,425 $211,000
Q2 2022 Jul 26, 2022	BUY	$89.03 - $109.02 $890 - $1,090	10 Added 0.4%	2,517 $233,000
Q1 2022 May 10, 2022	BUY	$102.32 - $116.69 $256,516 - $292,541	2,507 New	2,507 $270,000
Q4 2020 Feb 12, 2021	SELL	$71.23 - $92.42 $2.52 Million - $3.27 Million	-35,432 Closed	0 $0
Q3 2020 Nov 03, 2020	SELL	$65.69 - $75.96 $118,176 - $136,652	-1,799 Reduced 4.83%	35,432 $2.49 Million
Q2 2020 Aug 17, 2020	BUY	$50.99 - $75.55 $1.79 Million - $2.66 Million	35,196 Added 1729.53%	37,231 $2.54 Million
Q1 2020 May 18, 2020	SELL	$49.11 - $85.52 $1.68 Million - $2.93 Million	-34,233 Reduced 94.39%	2,035 $2.04 Million
Q1 2020 May 18, 2020	BUY	$49.11 - $85.52 $510,989 - $889,835	10,405 Added 40.23%	36,268 $2.04 Million
Q4 2019 Feb 12, 2020	BUY	$75.05 - $84.14 $1.94 Million - $2.18 Million	25,863 New	25,863 $2.17 Million

Others Institutions Holding IJR

# of Institutions

2,569

Shares Held

500M

Call Options Held

1.04M

Put Options Held

671K

View Full List

About ISHARES CORE S&P SM CAP ETF

Ticker IJR
Sector ETFs
Industry ETFs

More about IJR

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