Napa Wealth Management Ishares Core S&P Sm Cap ETF Transaction History

Napa Wealth Management

  • $211 Billion
  • Q3 2024

A detailed history of Napa Wealth Management transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Napa Wealth Management holds 10,329 shares of IJR stock, worth $1.2 Million. This represents 0.57% of its overall portfolio holdings.

Number of Shares
10,329
Previous 6,192 66.81%
Holding current value
$1.2 Million
Previous $660 Million 82.91%
% of portfolio
0.57%
Previous 0.45%

Shares

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

Nov 07, 2024
BUY
$105.53 - $118.34 $436,577 - $489,572
4,137 Added 66.81%
10,329 $1.21 Billion
Q2 2024

Aug 14, 2024
SELL
$102.13 - $110.88 $3,063 - $3,326
-30 Reduced 0.48%
6,192 $660 Million
Q1 2024

Aug 14, 2024
SELL
$102.35 - $110.52 $36,027 - $38,903
-352 Reduced 5.35%
6,222 $688 Million
Q4 2023

Feb 22, 2024
BUY
$87.61 - $110.11 $575,948 - $723,863
6,574 New
6,574 $712 Million

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

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