A detailed history of Marks Group Wealth Management, Inc transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Marks Group Wealth Management, Inc holds 8,363 shares of IJR stock, worth $944,684. This represents 0.1% of its overall portfolio holdings.

Number of Shares
8,363
Previous 8,833 5.32%
Holding current value
$944,684
Previous $1.03 Million 6.78%
% of portfolio
0.1%
Previous 0.1%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 29, 2025

SELL
$113.92 - $127.38 $53,542 - $59,868
-470 Reduced 5.32%
8,363 $963,000
Q3 2024

Oct 30, 2024

BUY
$105.53 - $118.34 $44,744 - $50,176
424 Added 5.04%
8,833 $1.03 Million
Q2 2024

Aug 14, 2024

SELL
$102.13 - $110.88 $43,711 - $47,456
-428 Reduced 4.84%
8,409 $896,000
Q1 2023

May 03, 2023

BUY
$92.27 - $107.68 $815,389 - $951,568
8,837 New
8,837 $854,000

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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