A detailed history of Madison Wealth Management transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Madison Wealth Management holds 2,847 shares of IJR stock, worth $359,149. This represents 0.06% of its overall portfolio holdings.

Number of Shares
2,847
Previous 2,847 -0.0%
Holding current value
$359,149
Previous $283,000 5.3%
% of portfolio
0.06%
Previous 0.06%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Aug 10, 2023

SELL
$91.14 - $99.81 $10,298 - $11,278
-113 Reduced 3.82%
2,847 $283,000
Q1 2023

May 08, 2023

SELL
$92.27 - $107.68 $11,164 - $13,029
-121 Reduced 3.93%
2,960 $286,000
Q4 2022

Feb 08, 2023

SELL
$89.09 - $102.13 $78,577 - $90,078
-882 Reduced 22.26%
3,081 $291,000
Q3 2022

Nov 10, 2022

BUY
$87.04 - $106.5 $10,880 - $13,312
125 Added 3.26%
3,963 $346,000
Q2 2022

Aug 11, 2022

BUY
$89.03 - $109.02 $89 - $109
1 Added 0.03%
3,838 $355,000
Q1 2022

May 16, 2022

BUY
$102.32 - $116.69 $3,274 - $3,734
32 Added 0.84%
3,837 $413,000
Q4 2021

Feb 11, 2022

BUY
$108.26 - $120.32 $216 - $240
2 Added 0.05%
3,805 $436,000
Q3 2021

Nov 12, 2021

BUY
$104.62 - $113.69 $85,683 - $93,112
819 Added 27.45%
3,803 $415,000
Q2 2021

Aug 12, 2021

BUY
$106.38 - $116.3 $5,638 - $6,163
53 Added 1.81%
2,984 $337,000
Q1 2021

May 11, 2021

SELL
$91.04 - $115.01 $6,645 - $8,395
-73 Reduced 2.43%
2,931 $318,000
Q4 2020

Feb 09, 2021

BUY
$71.23 - $92.42 $213,974 - $277,629
3,004 New
3,004 $276,000

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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