A detailed history of Mgb Wealth Management, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Mgb Wealth Management, LLC holds 1,380 shares of IJR stock, worth $170,471. This represents 0.06% of its overall portfolio holdings.

Number of Shares
1,380
Previous 1,521 9.27%
Holding current value
$170,471
Previous $168 Million 8.64%
% of portfolio
0.06%
Previous 0.07%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024

SELL
$102.13 - $110.88 $14,400 - $15,634
-141 Reduced 9.27%
1,380 $154 Million
Q4 2023

Apr 22, 2024

BUY
$87.61 - $110.11 $133,254 - $167,477
1,521 New
1,521 $165 Million

Others Institutions Holding IJR

About ISHARES CORE S&P SM CAP ETF


  • Ticker IJR
  • Sector ETFs
  • Industry ETFs
More about IJR
Track This Portfolio

Track Mgb Wealth Management, LLC Portfolio

Follow Mgb Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Mgb Wealth Management, LLC, based on Form 13F filings with the SEC.

News

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