Northwest Financial Advisors Ishares Core S&P Sm Cap ETF Transaction History

Northwest Financial Advisors

$126 Billion
Q3 2024

A detailed history of Northwest Financial Advisors transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Northwest Financial Advisors holds 387 shares of IJR stock, worth $48,332. This represents 0.04% of its overall portfolio holdings.

Number of Shares

387

Previous 5,038 92.32%

Holding current value

$48,332

Previous $537 Million 91.57%

% of portfolio

0.04%

Previous 0.37%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	SELL	$105.53 - $118.34 $490,820 - $550,399	-4,651 Reduced 92.32%	387 $45.3 Million
Q2 2024 Aug 12, 2024	BUY	$102.13 - $110.88 $2,348 - $2,550	23 Added 0.46%	5,038 $537 Million
Q1 2024 May 09, 2024	BUY	$102.35 - $110.52 $177,781 - $191,973	1,737 Added 52.99%	5,015 $554 Million
Q4 2023 Feb 07, 2024	BUY	$87.61 - $110.11 $287,185 - $360,940	3,278 New	3,278 $355 Million

Others Institutions Holding IJR

# of Institutions

2,566

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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Northwest Financial Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Northwest Financial Advisors with notifications on news.

Account

Northwest Financial Advisors Ishares Core S&P Sm Cap ETF Transaction History