Orba Wealth Advisors, L.L.C. Ishares Core S&P Sm Cap ETF Transaction History

Orba Wealth Advisors, L.L.C.

  • $198 Billion
  • Q3 2024

A detailed history of Orba Wealth Advisors, L.L.C. transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Orba Wealth Advisors, L.L.C. holds 2,015 shares of IJR stock, worth $233,397. This represents 0.12% of its overall portfolio holdings.

Number of Shares
2,015
Previous 2,164 6.89%
Holding current value
$233,397
Previous $231 Million 2.11%
% of portfolio
0.12%
Previous 0.12%

Shares

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

Oct 09, 2024
SELL
$105.53 - $118.34 $15,723 - $17,632
-149 Reduced 6.89%
2,015 $236 Million
Q2 2024

Jul 16, 2024
BUY
$102.13 - $110.88 $15,217 - $16,521
149 Added 7.39%
2,164 $231 Million
Q4 2023

Feb 12, 2024
BUY
$87.61 - $110.11 $176,534 - $221,871
2,015 New
2,015 $218 Million

Others Institutions Holding IJR

# of Institutions
2,569
Shares Held
500M
Call Options Held
1.04M
Put Options Held
671K
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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