A detailed history of Minot Wealth Management LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Minot Wealth Management LLC holds 8,999 shares of IJR stock, worth $1.02 Million. This represents 0.21% of its overall portfolio holdings.

Number of Shares
8,999
Previous 8,999 -0.0%
Holding current value
$1.02 Million
Previous $971,000 14.32%
% of portfolio
0.21%
Previous 0.21%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2022

Apr 14, 2022

SELL
$102.32 - $116.69 $13,403 - $15,286
-131 Reduced 1.43%
8,999 $971,000
Q4 2021

Jan 20, 2022

BUY
$108.26 - $120.32 $260,906 - $289,971
2,410 Added 35.86%
9,130 $1.05 Million
Q3 2021

Oct 25, 2021

BUY
$104.62 - $113.69 $19,354 - $21,032
185 Added 2.83%
6,720 $734,000
Q2 2021

Jul 19, 2021

BUY
$106.38 - $116.3 $695,193 - $760,020
6,535 New
6,535 $719,000
Q1 2020

Apr 27, 2020

SELL
$49.11 - $85.52 $277,815 - $483,786
-5,657 Closed
0 $0
Q4 2019

Feb 05, 2020

BUY
$75.05 - $84.14 $424,557 - $475,979
5,657 New
5,657 $478,000

Others Institutions Holding IJR

About ISHARES CORE S&P SM CAP ETF


  • Ticker IJR
  • Sector ETFs
  • Industry ETFs
More about IJR
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