Melfa Wealth Management, LLC Ishares Core S&P Sm Cap ETF Transaction History

Melfa Wealth Management, LLC

$158 Billion
Q2 2025

A detailed history of Melfa Wealth Management, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Melfa Wealth Management, LLC holds 4,293 shares of IJR stock, worth $505,672. This represents 0.3% of its overall portfolio holdings.

Number of Shares

4,293

Previous 4,264 0.68%

Holding current value

$505,672

Previous $446 Million 5.21%

% of portfolio

0.3%

Previous 0.3%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 17, 2025	BUY	$90.56 - $109.49 $2,626 - $3,175	29 Added 0.68%	4,293 $469 Million
Q1 2025 May 02, 2025	SELL	$102.49 - $119.96 $13,426 - $15,714	-131 Reduced 2.98%	4,264 $446 Million
Q4 2024 Jan 17, 2025	BUY	$113.92 - $127.38 $9,341 - $10,445	82 Added 1.9%	4,395 $506 Million
Q3 2024 Oct 16, 2024	BUY	$105.53 - $118.34 $1,055 - $1,183	10 Added 0.23%	4,313 $504 Million
Q2 2024 Jul 15, 2024	BUY	$102.13 - $110.88 $30,536 - $33,153	299 Added 7.47%	4,303 $459 Million
Q1 2024 Apr 23, 2024	BUY	$102.35 - $110.52 $409,809 - $442,522	4,004 New	4,004 $443 Million

Others Institutions Holding IJR

# of Institutions

2,848

Shares Held

544M

Call Options Held

554K

Put Options Held

325K

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 Melfa Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Melfa Wealth Management, LLC with notifications on news.

Account

Melfa Wealth Management, LLC Ishares Core S&P Sm Cap ETF Transaction History