New England Guild Wealth Advisors, Inc. Ishares Core S&P Sm Cap ETF Transaction History

New England Guild Wealth Advisors, Inc.

  • $190 Million
  • Q4 2022

A detailed history of New England Guild Wealth Advisors, Inc. transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, New England Guild Wealth Advisors, Inc. holds 20,410 shares of IJR stock, worth $2.38 Million. This represents 1.02% of its overall portfolio holdings.

Number of Shares
20,410
Previous 21,094 3.24%
Holding current value
$2.38 Million
Previous $1.84 Million 5.06%
% of portfolio
1.02%
Previous 1.11%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Jan 11, 2023
SELL
$89.09 - $102.13 $60,937 - $69,856
-684 Reduced 3.24%
20,410 $1.93 Million
Q3 2022

Oct 06, 2022
SELL
$87.04 - $106.5 $318,827 - $390,109
-3,663 Reduced 14.8%
21,094 $1.84 Million
Q2 2022

Jul 08, 2022
BUY
$89.03 - $109.02 $56,623 - $69,336
636 Added 2.64%
24,757 $2.29 Million
Q1 2022

Apr 18, 2022
SELL
$102.32 - $116.69 $48,908 - $55,777
-478 Reduced 1.94%
24,121 $2.6 Million
Q4 2021

Jan 12, 2022
BUY
$108.26 - $120.32 $70,369 - $78,208
650 Added 2.71%
24,599 $2.82 Million
Q3 2021

Oct 07, 2021
BUY
$104.62 - $113.69 $134,959 - $146,660
1,290 Added 5.69%
23,949 $2.62 Million
Q2 2021

Jul 12, 2021
BUY
$106.38 - $116.3 $418,286 - $457,291
3,932 Added 21.0%
22,659 $2.56 Million
Q1 2021

Apr 08, 2021
SELL
$91.04 - $115.01 $137,106 - $173,205
-1,506 Reduced 7.44%
18,727 $2.03 Million
Q4 2020

Jan 15, 2021
SELL
$71.23 - $92.42 $139,397 - $180,865
-1,957 Reduced 8.82%
20,233 $1.86 Million
Q3 2020

Oct 05, 2020
SELL
$65.69 - $75.96 $373,579 - $431,984
-5,687 Reduced 20.4%
22,190 $1.56 Million
Q2 2020

Jul 08, 2020
SELL
$50.99 - $75.55 $430,253 - $637,490
-8,438 Reduced 23.24%
27,877 $1.9 Million
Q1 2020

Apr 06, 2020
SELL
$49.11 - $85.52 $1.08 Million - $1.88 Million
-22,024 Reduced 37.75%
36,315 $2.04 Million
Q4 2019

Jan 06, 2020
SELL
$75.05 - $84.14 $365,568 - $409,845
-4,871 Reduced 7.71%
58,339 $4.89 Million
Q3 2019

Oct 10, 2019
BUY
$73.61 - $80.67 $229,074 - $251,045
3,112 Added 5.18%
63,210 $4.92 Million
Q2 2019

Aug 20, 2019
SELL
$73.17 - $81.37 $5,341 - $5,940
-73 Reduced 0.12%
60,098 $4.7 Million
Q1 2019

Aug 20, 2019
BUY
$68.34 - $81.18 $97,247 - $115,519
1,423 Added 2.42%
60,171 $4.64 Million
Q4 2018

Aug 20, 2019
SELL
$65.14 - $85.94 $161,091 - $212,529
-2,473 Reduced 4.04%
58,748 $4.07 Million
Q3 2018

Aug 21, 2019
BUY
$84.33 - $90.31 $67,379 - $72,157
799 Added 1.32%
61,221 $5.34 Million
Q2 2018

Aug 21, 2019
BUY
$75.25 - $86.64 $769,280 - $885,720
10,223 Added 20.36%
60,422 $5.04 Million
Q1 2018

Aug 21, 2019
SELL
$73.35 - $80.36 $8,802 - $9,643
-120 Reduced 0.24%
50,199 $3.87 Million
Q4 2017

Aug 21, 2019
BUY
$73.06 - $77.74 $3.68 Million - $3.91 Million
50,319
50,319 $3.87 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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