Novak & Powell Financial Services, Inc. Ishares Core S&P Sm Cap ETF Transaction History

Novak & Powell Financial Services, Inc.

  • $161 Billion
  • Q2 2024

A detailed history of Novak & Powell Financial Services, Inc. transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Novak & Powell Financial Services, Inc. holds 20,998 shares of IJR stock, worth $2.43 Million. This represents 1.39% of its overall portfolio holdings.

Number of Shares
20,998
Previous 27,572 23.84%
Holding current value
$2.43 Million
Previous $1.69 Billion 32.48%
% of portfolio
1.39%
Previous 1.26%

Shares

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

Aug 15, 2024
SELL
$102.13 - $110.88 $671,402 - $728,925
-6,574 Reduced 23.84%
20,998 $2.24 Billion
Q1 2024

May 15, 2024
BUY
$102.35 - $110.52 $674,793 - $728,658
6,593 Added 31.43%
27,572 $1.69 Billion
Q4 2023

Feb 21, 2024
BUY
$87.61 - $110.11 $1.84 Million - $2.31 Million
20,979 New
20,979 $2.27 Billion

Others Institutions Holding IJR

# of Institutions
2,478
Shares Held
489M
Call Options Held
727K
Put Options Held
97.4K
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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