Morton Brown Family Wealth, LLC Ishares Core S&P Sm Cap ETF Transaction History

Morton Brown Family Wealth, LLC

  • $281 Million
  • Q3 2024

A detailed history of Morton Brown Family Wealth, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Morton Brown Family Wealth, LLC holds 878 shares of IJR stock, worth $109,091. This represents 0.04% of its overall portfolio holdings.

Number of Shares
878
Previous 953 7.87%
Holding current value
$109,091
Previous $101,000 0.99%
% of portfolio
0.04%
Previous 0.04%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 24, 2024
SELL
$105.53 - $118.34 $7,914 - $8,875
-75 Reduced 7.87%
878 $102,000
Q2 2024

Jul 30, 2024
SELL
$102.13 - $110.88 $1,736 - $1,884
-17 Reduced 1.75%
953 $101,000
Q1 2024

Apr 23, 2024
SELL
$102.35 - $110.52 $5,731 - $6,189
-56 Reduced 5.46%
970 $107,000
Q4 2023

Jan 26, 2024
BUY
$87.61 - $110.11 $10,776 - $13,543
123 Added 13.62%
1,026 $111,000
Q3 2023

Oct 18, 2023
SELL
$92.9 - $105.16 $5,574 - $6,309
-60 Reduced 6.23%
903 $85,000
Q2 2023

Jul 25, 2023
SELL
$91.14 - $99.81 $1,002 - $1,097
-11 Reduced 1.13%
963 $95,000
Q1 2023

Apr 25, 2023
BUY
$92.27 - $107.68 $369 - $430
4 Added 0.41%
974 $94,000
Q4 2022

Feb 01, 2023
SELL
$89.09 - $102.13 $15,145 - $17,362
-170 Reduced 14.91%
970 $91,000
Q3 2022

Oct 31, 2022
SELL
$87.04 - $106.5 $9,835 - $12,034
-113 Reduced 9.02%
1,140 $99,000
Q2 2022

Jul 21, 2022
SELL
$89.03 - $109.02 $1,335 - $1,635
-15 Reduced 1.18%
1,253 $116,000
Q1 2022

Apr 20, 2022
SELL
$102.32 - $116.69 $1,739 - $1,983
-17 Reduced 1.32%
1,268 $137,000
Q4 2021

Feb 11, 2022
BUY
$108.26 - $120.32 $139,114 - $154,611
1,285 New
1,285 $147,000

Others Institutions Holding IJR

# of Institutions
2,538
Shares Held
496M
Call Options Held
771K
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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