A detailed history of Lewis Asset Management, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Lewis Asset Management, LLC holds 25,353 shares of IJR stock, worth $2.93 Million. This represents 2.07% of its overall portfolio holdings.

Number of Shares
25,353
Previous 25,387 0.13%
Holding current value
$2.93 Million
Previous $2.81 Billion 3.62%
% of portfolio
2.07%
Previous 2.31%

Shares

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

Jul 30, 2024

SELL
$102.13 - $110.88 $3,472 - $3,769
-34 Reduced 0.13%
25,353 $2.7 Billion
Q1 2024

May 01, 2024

BUY
$102.35 - $110.52 $100,917 - $108,972
986 Added 4.04%
25,387 $2.81 Billion
Q4 2023

Jan 23, 2024

BUY
$87.61 - $110.11 $2.14 Million - $2.69 Million
24,401 New
24,401 $2.64 Billion

Others Institutions Holding IJR

About ISHARES CORE S&P SM CAP ETF


  • Ticker IJR
  • Sector ETFs
  • Industry ETFs
More about IJR
Track This Portfolio

Track Lewis Asset Management, LLC Portfolio

Follow Lewis Asset Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lewis Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lewis Asset Management, LLC with notifications on news.