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

Melone Private Wealth, LLC

  • $193 Million
  • Q4 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 41,561 shares of IJR stock, worth $4.92 Million. This represents 2.48% of its overall portfolio holdings.

Number of Shares
41,561
Previous 30,558 36.01%
Holding current value
$4.92 Million
Previous $3.57 Million 33.97%
% of portfolio
2.48%
Previous 1.9%

Shares

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

Jan 14, 2025
BUY
$113.92 - $127.38 $1.25 Million - $1.4 Million
11,003 Added 36.01%
41,561 $4.79 Million
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
2,637
Shares Held
504M
Call Options Held
1.03M
Put Options Held
671K
View Full List

About ISHARES CORE S&P SM CAP ETF

IJR Quotes by TradingView
  • Ticker IJR
  • Sector ETFs
  • Industry ETFs
More about IJR
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