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

Morgan Rosel Wealth Management, LLC

  • $271 Million
  • Q2 2024

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

Apr 12, 2023
BUY
$92.27 - $107.68 $2.08 Million - $2.43 Million
22,571 Added 81.93%
50,119 $4.85 Million
Q4 2022

Jan 19, 2023
BUY
$89.09 - $102.13 $253,282 - $290,355
2,843 Added 11.51%
27,548 $0
Q3 2022

Oct 14, 2022
SELL
$87.04 - $106.5 $506,572 - $619,830
-5,820 Reduced 19.07%
24,705 $2.15 Million
Q2 2022

Jul 27, 2022
BUY
$89.03 - $109.02 $46,117 - $56,472
518 Added 1.73%
30,525 $2.82 Million
Q1 2022

Apr 22, 2022
SELL
$102.32 - $116.69 $1.85 Million - $2.11 Million
-18,102 Reduced 37.63%
30,007 $3.24 Million
Q4 2021

Jan 24, 2022
BUY
$108.26 - $120.32 $93,103 - $103,475
860 Added 1.82%
48,109 $5.51 Million
Q3 2021

Oct 26, 2021
BUY
$104.62 - $113.69 $224,200 - $243,637
2,143 Added 4.75%
47,249 $5.16 Million
Q2 2021

Jul 28, 2021
BUY
$106.38 - $116.3 $382,755 - $418,447
3,598 Added 8.67%
45,106 $5.1 Million
Q1 2021

Apr 30, 2021
BUY
$91.04 - $115.01 $654,759 - $827,151
7,192 Added 20.96%
41,508 $4.51 Million
Q4 2020

Feb 11, 2021
BUY
$71.23 - $92.42 $34,831 - $45,193
489 Added 1.45%
34,316 $3.15 Million
Q3 2020

Oct 13, 2020
BUY
$65.69 - $75.96 $92,885 - $107,407
1,414 Added 4.36%
33,827 $2.38 Million
Q2 2020

Jul 13, 2020
BUY
$50.99 - $75.55 $1.65 Million - $2.45 Million
32,413 New
32,413 $2.21 Million
Q1 2020

Apr 17, 2020
SELL
$49.11 - $85.52 $2.54 Million - $4.43 Million
-51,799 Closed
0 $0
Q4 2019

Jan 14, 2020
SELL
$75.05 - $84.14 $16,285 - $18,258
-217 Reduced 0.42%
51,799 $4.34 Million
Q3 2019

Oct 31, 2019
BUY
$73.61 - $80.67 $1.86 Million - $2.03 Million
25,215 Added 94.08%
52,016 $4.05 Million
Q2 2019

Aug 06, 2019
BUY
$73.17 - $81.37 $10,024 - $11,147
137 Added 0.51%
26,801 $2.1 Million
Q1 2019

Apr 09, 2019
SELL
$68.34 - $81.18 $12,506 - $14,855
-183 Reduced 0.68%
26,664 $2.06 Million
Q4 2018

Feb 14, 2019
BUY
$65.14 - $85.94 $1.75 Million - $2.31 Million
26,847 New
26,847 $1.86 Million

Others Institutions Holding IJR

# of Institutions
2,476
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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