Milestone Advisory Partners Ishares Core S&P Sm Cap ETF Transaction History

Milestone Advisory Partners

$120 Million
Q3 2023

A detailed history of Milestone Advisory Partners transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Milestone Advisory Partners holds 3,386 shares of IJR stock, worth $422,877. This represents 0.27% of its overall portfolio holdings.

Number of Shares

3,386

Previous 3,386 -0.0%

Holding current value

$422,877

Previous $337,000 5.34%

% of portfolio

0.27%

Previous 0.31%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Jul 18, 2022	SELL	$89.03 - $109.02 $76,565 - $93,757	-860 Reduced 20.25%	3,386 $316,000
Q4 2021 Feb 04, 2022	BUY	$108.26 - $120.32 $93,103 - $103,475	860 Added 25.4%	4,246 $486,000
Q2 2020 Jul 31, 2020	BUY	$50.99 - $75.55 $172,652 - $255,812	3,386 New	3,386 $231,000
Q1 2020 Jul 31, 2020	SELL	$49.11 - $85.52 $166,286 - $289,570	-3,386 Closed	0 $0
Q4 2019 Jul 31, 2020	SELL	$75.05 - $84.14 $2.75 Million - $3.08 Million	-36,628 Reduced 91.54%	3,386 $284,000
Q3 2019 Aug 04, 2020	SELL	$73.61 - $80.67 $1.82 Million - $1.99 Million	-24,689 Reduced 38.16%	40,014 $3.12 Million
Q2 2019 Aug 04, 2020	BUY	$73.17 - $81.37 $97,608 - $108,547	1,334 Added 2.11%	64,703 $5.07 Million
Q1 2019 Aug 04, 2020	BUY	$68.34 - $81.18 $298,714 - $354,837	4,371 Added 7.41%	63,369 $4.89 Million
Q4 2018 Aug 04, 2020	SELL	$65.14 - $85.94 $2.88 Million - $3.8 Million	-44,176 Reduced 42.82%	58,998 $4.07 Million
Q3 2018 Aug 04, 2020	SELL	$84.33 - $90.31 $37,779 - $40,458	-448 Reduced 0.43%	103,174 $9 Million
Q2 2018 Aug 04, 2020	BUY	$75.25 - $86.64 $184,362 - $212,268	2,450 Added 2.42%	103,622 $8.65 Million
Q1 2018 Aug 04, 2020	SELL	$73.35 - $80.36 $1.21 Million - $1.32 Million	-16,470 Reduced 14.0%	101,172 $7.79 Million
Q4 2017 Aug 04, 2020	BUY	$73.06 - $77.74 $8.59 Million - $9.15 Million	117,642	117,642 $9.04 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

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Milestone Advisory Partners Ishares Core S&P Sm Cap ETF Transaction History