My Wealth Management Inc. Ishares Core S&P Sm Cap ETF Transaction History

My Wealth Management Inc.

$98.6 Million
Q3 2024

A detailed history of My Wealth Management Inc. transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, My Wealth Management Inc. holds 2,254 shares of IJR stock, worth $261,013. This represents 0.27% of its overall portfolio holdings.

Number of Shares

2,254

Holding current value

$261,013

% of portfolio

0.27%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 07, 2024	BUY	$105.53 - $118.34 $237,864 - $266,738	2,254 New	2,254 $263,000
Q1 2024 May 13, 2024	SELL	$102.35 - $110.52 $415,029 - $448,158	-4,055 Reduced 64.27%	2,254 $249,000
Q4 2023 Feb 08, 2024	BUY	$87.61 - $110.11 $1,138 - $1,431	13 Added 0.21%	6,309 $682,000
Q3 2023 Nov 14, 2023	SELL	$92.9 - $105.16 $2,415 - $2,734	-26 Reduced 0.41%	6,296 $593,000
Q2 2023 Jul 31, 2023	BUY	$91.14 - $99.81 $62,430 - $68,369	685 Added 12.15%	6,322 $629,000
Q1 2023 Apr 27, 2023	BUY	$92.27 - $107.68 $5,443 - $6,353	59 Added 1.06%	5,637 $545,000
Q4 2022 Feb 01, 2023	BUY	$89.09 - $102.13 $496,944 - $569,681	5,578 New	5,578 $527,000

Others Institutions Holding IJR

# of Institutions

2,569

Shares Held

500M

Call Options Held

1.04M

Put Options Held

671K

View Full List

About ISHARES CORE S&P SM CAP ETF

Ticker IJR
Sector ETFs
Industry ETFs

More about IJR

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My Wealth Management Inc. Ishares Core S&P Sm Cap ETF Transaction History