Melone Private Wealth, LLC Ishares Core S&P Sm Cap ETF Transaction History

Melone Private Wealth, LLC

$188 Million
Q3 2024

A detailed history of Melone Private Wealth, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Melone Private Wealth, LLC holds 30,558 shares of IJR stock, worth $3.82 Million. This represents 1.9% of its overall portfolio holdings.

Number of Shares

30,558

Previous 29,278 4.37%

Holding current value

$3.82 Million

Previous $3.12 Million 14.48%

% of portfolio

1.9%

Previous 1.85%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 07, 2024	BUY	$105.53 - $118.34 $135,078 - $151,475	1,280 Added 4.37%	30,558 $3.57 Million
Q2 2024 Jul 12, 2024	BUY	$102.13 - $110.88 $159,424 - $173,083	1,561 Added 5.63%	29,278 $3.12 Million
Q1 2024 May 03, 2024	BUY	$102.35 - $110.52 $68,165 - $73,606	666 Added 2.46%	27,717 $3.06 Million
Q4 2023 Jan 12, 2024	BUY	$87.61 - $110.11 $2.37 Million - $2.98 Million	27,051 New	27,051 $2.93 Million

Others Institutions Holding IJR

# of Institutions

2,566

Shares Held

500M

Call Options Held

1.04M

Put Options Held

671K

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 Melone Private Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Melone Private Wealth, LLC with notifications on news.

Account

Melone Private Wealth, LLC Ishares Core S&P Sm Cap ETF Transaction History