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

Melone Private Wealth, LLC

  • $169 Million
  • Q2 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 29,278 shares of IJR stock, worth $3.38 Million. This represents 1.85% of its overall portfolio holdings.

Number of Shares
29,278
Previous 27,717 5.63%
Holding current value
$3.38 Million
Previous $3.06 Million 1.93%
% of portfolio
1.85%
Previous 1.84%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
2,478
Shares Held
489M
Call Options Held
727K
Put Options Held
97.4K
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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