A detailed history of New Insight Wealth Advisors transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, New Insight Wealth Advisors holds 3,126 shares of IJR stock, worth $362,084. This represents 0.19% of its overall portfolio holdings.

Number of Shares
3,126
Previous 3,211 2.65%
Holding current value
$362,084
Previous $342 Million 6.75%
% of portfolio
0.19%
Previous 0.2%

Shares

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

Nov 13, 2024

SELL
$105.53 - $118.34 $8,970 - $10,058
-85 Reduced 2.65%
3,126 $366 Million
Q2 2024

Aug 15, 2024

BUY
$102.13 - $110.88 $7,864 - $8,537
77 Added 2.46%
3,211 $342 Million
Q1 2024

May 08, 2024

BUY
$102.35 - $110.52 $5,219 - $5,636
51 Added 1.65%
3,134 $346 Million
Q4 2023

May 08, 2024

BUY
$87.61 - $110.11 $270,101 - $339,469
3,083 New
3,083 $334 Million

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 New Insight Wealth Advisors Portfolio

Follow New Insight Wealth Advisors 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 New Insight Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on New Insight Wealth Advisors with notifications on news.