A detailed history of Optimum Investment Advisors transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Optimum Investment Advisors holds 1,629 shares of IJR stock, worth $203,445. This represents 0.08% of its overall portfolio holdings.

Number of Shares
1,629
Previous 1,629 -0.0%
Holding current value
$203,445
Previous $173,000 9.83%
% of portfolio
0.08%
Previous 0.08%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 08, 2024

SELL
$87.61 - $110.11 $1,226 - $1,541
-14 Reduced 0.85%
1,629 $176,000
Q3 2023

Oct 13, 2023

BUY
$92.9 - $105.16 $1,300 - $1,472
14 Added 0.86%
1,643 $154,000
Q1 2022

Apr 08, 2022

BUY
$102.32 - $116.69 $716 - $816
7 Added 0.43%
1,629 $176,000
Q3 2021

Oct 22, 2021

BUY
$104.62 - $113.69 $627 - $682
6 Added 0.37%
1,622 $177,000
Q2 2021

Aug 02, 2021

BUY
$106.38 - $116.3 $212 - $232
2 Added 0.12%
1,616 $183,000
Q1 2021

Apr 15, 2021

BUY
$91.04 - $115.01 $273 - $345
3 Added 0.19%
1,614 $175,000
Q4 2020

Jan 21, 2021

BUY
$71.23 - $92.42 $284 - $369
4 Added 0.25%
1,611 $148,000
Q3 2020

Oct 06, 2020

BUY
$65.69 - $75.96 $328 - $379
5 Added 0.31%
1,607 $113,000
Q2 2020

Jul 16, 2020

BUY
$50.99 - $75.55 $203 - $302
4 Added 0.25%
1,602 $109,000
Q1 2020

Apr 21, 2020

BUY
$49.11 - $85.52 $245 - $427
5 Added 0.31%
1,598 $90,000
Q4 2019

Jan 22, 2020

SELL
$75.05 - $84.14 $4,953 - $5,553
-66 Reduced 3.98%
1,593 $134,000
Q3 2019

Oct 17, 2019

BUY
$73.61 - $80.67 $5,594 - $6,130
76 Added 4.8%
1,659 $129,000
Q2 2019

Jul 29, 2019

BUY
$73.17 - $81.37 $292 - $325
4 Added 0.25%
1,583 $124,000
Q1 2019

May 03, 2019

BUY
$68.34 - $81.18 $273 - $324
4 Added 0.25%
1,579 $122,000
Q4 2018

Feb 04, 2019

BUY
$65.14 - $85.94 $586 - $773
9 Added 0.57%
1,575 $109,000
Q2 2018

Oct 05, 2018

BUY
$75.25 - $86.64 $301 - $346
4 Added 0.26%
1,566 $131,000
Q1 2018

May 09, 2018

BUY
$73.35 - $80.36 $114,572 - $125,522
1,562 New
1,562 $120,000

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 Optimum Investment Advisors Portfolio

Follow Optimum Investment 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 Optimum Investment Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Optimum Investment Advisors with notifications on news.