Lowe Wealth Advisors, LLC Ishares Core S&P Sm Cap ETF Transaction History

Lowe Wealth Advisors, LLC

$230 Million
Q3 2024

A detailed history of Lowe Wealth Advisors, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Lowe Wealth Advisors, LLC holds 1,036 shares of IJR stock, worth $129,386. This represents 0.05% of its overall portfolio holdings.

Number of Shares

1,036

Previous 1,036 -0.0%

Holding current value

$129,386

Previous $110,000 10.0%

% of portfolio

0.05%

Previous 0.05%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 09, 2024	BUY	$102.13 - $110.88 $92,427 - $100,346	905 Added 690.84%	1,036 $110,000
Q4 2023 Jan 04, 2024	SELL	$87.61 - $110.11 $1,314 - $1,651	-15 Reduced 10.27%	131 $14,000
Q3 2023 Oct 20, 2023	SELL	$92.9 - $105.16 $19,787 - $22,399	-213 Reduced 59.33%	146 $13,000
Q1 2020 Apr 10, 2020	BUY	$49.11 - $85.52 $933 - $1,624	19 Added 5.59%	359 $20,000
Q4 2019 Jan 15, 2020	BUY	$75.05 - $84.14 $1,200 - $1,346	16 Added 4.94%	340 $29,000
Q3 2019 Oct 08, 2019	BUY	$73.61 - $80.67 $1,472 - $1,613	20 Added 6.58%	324 $25,000
Q2 2019 Jul 10, 2019	BUY	$73.17 - $81.37 $1,243 - $1,383	17 Added 5.92%	304 $24,000
Q1 2019 Apr 08, 2019	BUY	$68.34 - $81.18 $1,230 - $1,461	18 Added 6.69%	287 $22,000
Q4 2018 Jan 10, 2019	BUY	$65.14 - $85.94 $977 - $1,289	15 Added 5.91%	269 $19,000
Q3 2018 Oct 30, 2018	BUY	$84.33 - $90.31 $1,011 - $1,083	12 Added 4.96%	254 $22,000
Q2 2018 Jul 12, 2018	BUY	$75.25 - $86.64 $1,204 - $1,386	16 Added 7.08%	242 $20,000
Q1 2018 Apr 06, 2018	BUY	$73.35 - $80.36 $1,393 - $1,526	19 Added 9.18%	226 $17,000
Q4 2017 Jan 18, 2018	BUY	$73.06 - $77.74 $1,315 - $1,399	18 Added 9.52%	207 $16,000
Q3 2017 Oct 05, 2017	BUY	$72.31 - $74.22 $13,666 - $14,027	189	189 $14,000

Others Institutions Holding IJR

# of Institutions

2,566

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

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Lowe Wealth Advisors, LLC Ishares Core S&P Sm Cap ETF Transaction History