A detailed history of Madrona Financial Services, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Madrona Financial Services, LLC holds 2,145 shares of IJR stock, worth $244,808. This represents 0.07% of its overall portfolio holdings.

Number of Shares
2,145
Previous 2,234 3.98%
Holding current value
$244,808
Previous $246,000 7.32%
% of portfolio
0.07%
Previous 0.09%

Shares

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

Jul 19, 2024

SELL
$102.13 - $110.88 $9,089 - $9,868
-89 Reduced 3.98%
2,145 $228,000
Q1 2024

Apr 19, 2024

SELL
$102.35 - $110.52 $5,015 - $5,415
-49 Reduced 2.15%
2,234 $246,000
Q4 2023

Jan 25, 2024

SELL
$87.61 - $110.11 $17,434 - $21,911
-199 Reduced 8.02%
2,283 $247,000
Q3 2023

Oct 16, 2023

BUY
$92.9 - $105.16 $230,577 - $261,007
2,482 New
2,482 $234,000
Q2 2021

Aug 02, 2021

SELL
$106.38 - $116.3 $301,055 - $329,129
-2,830 Closed
0 $0
Q1 2021

May 04, 2021

BUY
$91.04 - $115.01 $257,643 - $325,478
2,830 New
2,830 $307,000

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 Madrona Financial Services, LLC Portfolio

Follow Madrona Financial Services, 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 Madrona Financial Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Madrona Financial Services, LLC with notifications on news.