A detailed history of Levy Wealth Management Group, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Levy Wealth Management Group, LLC holds 5,062 shares of IJR stock, worth $639,178. This represents 0.14% of its overall portfolio holdings.

Number of Shares
5,062
Previous 5,081 0.37%
Holding current value
$639,178
Previous $561,000 3.92%
% of portfolio
0.14%
Previous 0.15%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 25, 2024

SELL
$102.13 - $110.88 $1,940 - $2,106
-19 Reduced 0.37%
5,062 $539,000
Q4 2023

Jan 23, 2024

SELL
$87.61 - $110.11 $3,329 - $4,184
-38 Reduced 0.74%
5,081 $550,000
Q2 2023

Jul 21, 2023

BUY
$91.14 - $99.81 $1,367 - $1,497
15 Added 0.29%
5,119 $510,000
Q1 2023

May 04, 2023

SELL
$92.27 - $107.68 $6,920 - $8,076
-75 Reduced 1.45%
5,104 $493,000
Q4 2022

Feb 08, 2023

SELL
$89.09 - $102.13 $10,334 - $11,847
-116 Reduced 2.19%
5,179 $490,000
Q3 2022

Oct 28, 2022

SELL
$87.04 - $106.5 $49,264 - $60,279
-566 Reduced 9.66%
5,295 $462,000
Q2 2022

Jul 27, 2022

SELL
$89.03 - $109.02 $3,205 - $3,924
-36 Reduced 0.61%
5,861 $542,000
Q1 2022

May 05, 2022

SELL
$102.32 - $116.69 $98,329 - $112,139
-961 Reduced 14.01%
5,897 $636,000
Q4 2021

Feb 10, 2022

SELL
$108.26 - $120.32 $2,598 - $2,887
-24 Reduced 0.35%
6,858 $785,000
Q3 2021

Oct 26, 2021

SELL
$104.62 - $113.69 $5,858 - $6,366
-56 Reduced 0.81%
6,882 $751,000
Q2 2021

Aug 10, 2021

BUY
$106.38 - $116.3 $10,425 - $11,397
98 Added 1.43%
6,938 $784,000
Q1 2021

May 10, 2021

SELL
$91.04 - $115.01 $2.89 Million - $3.66 Million
-31,783 Reduced 82.29%
6,840 $742,000
Q4 2020

Feb 10, 2021

BUY
$71.23 - $92.42 $2.75 Million - $3.57 Million
38,623 New
38,623 $3.55 Million

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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