Mc Glone Suttner Wealth Management, Inc. Ishares Core S&P Sm Cap ETF Transaction History

Mc Glone Suttner Wealth Management, Inc.

$599 Billion
Q4 2024

A detailed history of Mc Glone Suttner Wealth Management, Inc. transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Mc Glone Suttner Wealth Management, Inc. holds 22,630 shares of IJR stock, worth $2.35 Million. This represents 0.44% of its overall portfolio holdings.

Number of Shares

22,630

Previous 18,897 19.75%

Holding current value

$2.35 Million

Previous $2.21 Billion 17.98%

% of portfolio

0.44%

Previous 0.46%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	BUY	$113.92 - $127.38 $425,263 - $475,509	3,733 Added 19.75%	22,630 $2.61 Billion
Q3 2024 Oct 10, 2024	SELL	$105.53 - $118.34 $305,720 - $342,830	-2,897 Reduced 13.29%	18,897 $2.21 Billion
Q2 2024 Jul 18, 2024	BUY	$102.13 - $110.88 $59,235 - $64,310	580 Added 2.73%	21,794 $2.36 Billion
Q1 2024 Apr 18, 2024	SELL	$102.35 - $110.52 $59,363 - $64,101	-580 Reduced 2.66%	21,214 $2.34 Billion
Q4 2023 Jan 18, 2024	BUY	$87.61 - $110.11 $7,446 - $9,359	85 Added 0.39%	21,794 $2.36 Billion
Q3 2023 Oct 19, 2023	SELL	$92.9 - $105.16 $468,030 - $529,796	-5,038 Reduced 18.84%	21,709 $2.05 Billion
Q2 2023 Jul 25, 2023	SELL	$91.14 - $99.81 $204,609 - $224,073	-2,245 Reduced 7.74%	26,747 $2.67 Billion
Q1 2023 Apr 20, 2023	SELL	$92.27 - $107.68 $169,869 - $198,238	-1,841 Reduced 5.97%	28,992 $2.8 Billion
Q4 2022 Feb 09, 2023	BUY	$89.09 - $102.13 $2.75 Million - $3.15 Million	30,833 New	30,833 $2.92 Billion

Others Institutions Holding IJR

# of Institutions

2,836

Shares Held

538M

Call Options Held

877K

Put Options Held

272K

View Full List

About ISHARES CORE S&P SM CAP ETF

Ticker IJR
Sector ETFs
Industry ETFs

More about IJR

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Mc Glone Suttner Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Mc Glone Suttner Wealth Management, Inc. with notifications on news.

Account

Mc Glone Suttner Wealth Management, Inc. Ishares Core S&P Sm Cap ETF Transaction History