Modern Wealth Management, LLC Ishares Core S&P Sm Cap ETF Transaction History

Modern Wealth Management, LLC

$2.86 Trillion
Q4 2024

A detailed history of Modern Wealth Management, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Modern Wealth Management, LLC holds 30,571 shares of IJR stock, worth $3.45 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares

30,571

Previous 30,376 0.64%

Holding current value

$3.45 Million

Previous $3.55 Billion 0.92%

% of portfolio

0.13%

Previous 0.22%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 11, 2025	BUY	$113.92 - $127.38 $22,214 - $24,839	195 Added 0.64%	30,571 $3.59 Billion
Q3 2024 Nov 05, 2024	SELL	$105.53 - $118.34 $17,306 - $19,407	-164 Reduced 0.54%	30,376 $3.55 Billion
Q2 2024 Aug 07, 2024	BUY	$102.13 - $110.88 $1.51 Million - $1.64 Million	14,822 Added 94.3%	30,540 $3.26 Billion
Q1 2024 May 13, 2024	BUY	$102.35 - $110.52 $464,361 - $501,429	4,537 Added 40.58%	15,718 $1.71 Billion
Q4 2023 Feb 14, 2024	BUY	$87.61 - $110.11 $979,567 - $1.23 Million	11,181 New	11,181 $1.21 Billion

Others Institutions Holding IJR

# of Institutions

2,811

Shares Held

537M

Call Options Held

877K

Put Options Held

272K

View Full List

About ISHARES CORE S&P SM CAP ETF

Ticker IJR
Sector ETFs
Industry ETFs

More about IJR

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Modern Wealth Management, LLC Ishares Core S&P Sm Cap ETF Transaction History