Mosaic Family Wealth Partners, LLC Ishares Core S&P Sm Cap ETF Transaction History

Mosaic Family Wealth Partners, LLC

  • $674 Billion
  • Q3 2024

A detailed history of Mosaic Family Wealth Partners, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Mosaic Family Wealth Partners, LLC holds 2,069 shares of IJR stock, worth $258,397. This represents 0.04% of its overall portfolio holdings.

Number of Shares
2,069
Previous 2,069 -0.0%
Holding current value
$258,397
Previous $221 Million 9.66%
% of portfolio
0.04%
Previous 0.04%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Jun 13, 2024
SELL
$102.35 - $110.52 $5,424 - $5,857
-53 Reduced 2.5%
2,069 $229 Million
Q4 2023

Jan 29, 2024
BUY
$87.61 - $110.11 $185,908 - $233,653
2,122 New
2,122 $230 Million
Q2 2023

Aug 08, 2023
SELL
$91.14 - $99.81 $11,757 - $12,875
-129 Reduced 5.87%
2,069 $206 Million
Q1 2023

Apr 10, 2023
SELL
$92.27 - $107.68 $133,422 - $155,705
-1,446 Reduced 39.68%
2,198 $213 Million
Q4 2022

Feb 14, 2023
BUY
$89.09 - $102.13 $324,643 - $372,161
3,644 New
3,644 $346 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

IJR Quotes by TradingView
  • Ticker IJR
  • Sector ETFs
  • Industry ETFs
More about IJR
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