A detailed history of Oak Harvest Investment Services transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Oak Harvest Investment Services holds 1,806 shares of IJR stock, worth $225,551. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,806
Previous 1,973 8.46%
Holding current value
$225,551
Previous $210,000 0.48%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Oct 25, 2024

SELL
$105.53 - $118.34 $17,623 - $19,762
-167 Reduced 8.46%
1,806 $211,000
Q2 2024

Oct 24, 2024

BUY
$102.13 - $110.88 $14,604 - $15,855
143 Added 7.81%
1,973 $210,000
Q2 2024

Jul 22, 2024

BUY
$102.13 - $110.88 $14,604 - $15,855
143 Added 7.81%
1,973 $210,000
Q1 2024

Oct 24, 2024

SELL
$102.35 - $110.52 $14,636 - $15,804
-143 Reduced 7.25%
1,830 $202,000
Q1 2024

Apr 19, 2024

BUY
$102.35 - $110.52 $187,300 - $202,251
1,830 New
1,830 $202,000

Others Institutions Holding IJR

About ISHARES CORE S&P SM CAP ETF


  • Ticker IJR
  • Sector ETFs
  • Industry ETFs
More about IJR
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