A detailed history of Nelson, Van Denburg & Campbell Wealth Management Group, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Nelson, Van Denburg & Campbell Wealth Management Group, LLC holds 86,667 shares of IJR stock, worth $10.7 Million. This represents 0.41% of its overall portfolio holdings.

Number of Shares
86,667
Previous 194,084 55.35%
Holding current value
$10.7 Million
Previous $21.5 Million 56.91%
% of portfolio
0.41%
Previous 1.02%

Shares

29 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024

SELL
$102.13 - $110.88 $11 Million - $11.9 Million
-107,417 Reduced 55.35%
86,667 $9.24 Million
Q1 2024

Apr 30, 2024

SELL
$102.35 - $110.52 $545,320 - $588,850
-5,328 Reduced 2.67%
194,084 $21.5 Million
Q4 2023

Jan 30, 2024

SELL
$87.61 - $110.11 $2.91 Million - $3.66 Million
-33,238 Reduced 14.29%
199,412 $21.6 Million
Q3 2023

Oct 17, 2023

BUY
$92.9 - $105.16 $1.22 Million - $1.38 Million
13,086 Added 5.96%
232,650 $21.9 Million
Q2 2023

Jul 19, 2023

BUY
$91.14 - $99.81 $407,578 - $446,350
4,472 Added 2.08%
219,564 $21.9 Million
Q1 2023

May 10, 2023

BUY
$92.27 - $107.68 $3.45 Million - $4.03 Million
37,435 Added 21.07%
215,092 $20.8 Million
Q4 2022

Feb 14, 2023

SELL
$89.09 - $102.13 $1.25 Million - $1.43 Million
-14,037 Reduced 7.32%
177,657 $16.8 Million
Q3 2022

Oct 26, 2022

BUY
$87.04 - $106.5 $13.3 Million - $16.3 Million
152,968 Added 395.0%
191,694 $16.7 Million
Q2 2022

Aug 10, 2022

BUY
$89.03 - $109.02 $64,457 - $78,930
724 Added 1.91%
38,726 $3.58 Million
Q1 2022

May 13, 2022

BUY
$102.32 - $116.69 $776,813 - $885,910
7,592 Added 24.97%
38,002 $4.1 Million
Q4 2021

Feb 14, 2022

BUY
$108.26 - $120.32 $216,736 - $240,880
2,002 Added 7.05%
30,410 $3.48 Million
Q3 2021

Nov 02, 2021

BUY
$104.62 - $113.69 $286,763 - $311,624
2,741 Added 10.68%
28,408 $3.1 Million
Q2 2021

Jul 27, 2021

BUY
$106.38 - $116.3 $374,138 - $409,027
3,517 Added 15.88%
25,667 $2.9 Million
Q1 2021

May 11, 2021

BUY
$91.04 - $115.01 $62,089 - $78,436
682 Added 3.18%
22,150 $2.4 Million
Q4 2020

Feb 09, 2021

BUY
$71.23 - $92.42 $469,192 - $608,770
6,587 Added 44.26%
21,468 $1.97 Million
Q3 2020

Oct 20, 2020

SELL
$65.69 - $75.96 $530,118 - $612,997
-8,070 Reduced 35.16%
14,881 $1.05 Million
Q2 2020

Jul 02, 2020

BUY
$50.99 - $75.55 $212,322 - $314,590
4,164 Added 22.16%
22,951 $1.57 Million
Q1 2020

Apr 01, 2020

BUY
$49.11 - $85.52 $257,385 - $448,210
5,241 Added 38.69%
18,787 $1.05 Million
Q4 2019

Feb 11, 2020

BUY
$75.05 - $84.14 $26,417 - $29,617
352 Added 2.67%
13,546 $1.14 Million
Q3 2019

Oct 09, 2019

BUY
$73.61 - $80.67 $16,856 - $18,473
229 Added 1.77%
13,194 $1.03 Million
Q2 2019

Aug 14, 2019

BUY
$73.17 - $81.37 $28,609 - $31,815
391 Added 3.11%
12,965 $1.02 Million
Q1 2019

May 08, 2019

BUY
$68.34 - $81.18 $17,290 - $20,538
253 Added 2.05%
12,574 $970,000
Q4 2018

Feb 13, 2019

BUY
$65.14 - $85.94 $28,661 - $37,813
440 Added 3.7%
12,321 $854,000
Q3 2018

Nov 14, 2018

SELL
$84.33 - $90.31 $3,541 - $3,793
-42 Reduced 0.35%
11,881 $1.04 Million
Q2 2018

Aug 16, 2018

SELL
$75.25 - $86.64 $100,383 - $115,577
-1,334 Reduced 10.06%
11,923 $995,000
Q1 2018

May 15, 2018

BUY
$73.35 - $80.36 $16,210 - $17,759
221 Added 1.7%
13,257 $1.02 Million
Q4 2017

Feb 08, 2018

BUY
$73.06 - $77.74 $27,178 - $28,919
372 Added 2.94%
13,036 $1 Million
Q3 2017

Nov 08, 2017

BUY
$72.31 - $74.22 $47,941 - $49,207
663 Added 5.52%
12,664 $940,000
Q2 2017

Aug 15, 2017

BUY
N/A
12,001
12,001 $841,000

Others Institutions Holding IJR

About ISHARES CORE S&P SM CAP ETF


  • Ticker IJR
  • Sector ETFs
  • Industry ETFs
More about IJR
Track This Portfolio

Track Nelson, Van Denburg & Campbell Wealth Management Group, LLC Portfolio

Follow Nelson, Van Denburg & Campbell Wealth Management Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Nelson, Van Denburg & Campbell Wealth Management Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Nelson, Van Denburg & Campbell Wealth Management Group, LLC with notifications on news.