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

Melfa Wealth Management, LLC

$148 Billion
Q1 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 4,264 shares of IJR stock, worth $426,954. This represents 0.3% of its overall portfolio holdings.

Number of Shares

4,264

Previous 4,395 2.98%

Holding current value

$426,954

Previous $506 Million 11.94%

% of portfolio

0.3%

Previous 0.34%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

2,809

Shares Held

534M

Call Options Held

877K

Put Options Held

273K

View Full List

About ISHARES CORE S&P SM CAP ETF

Ticker IJR
Sector ETFs
Industry ETFs

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