Org Wealth Partners, LLC Ishares Core S&P Sm Cap ETF Transaction History

Org Wealth Partners, LLC

  • $139 Million
  • Q4 2024

A detailed history of Org Wealth Partners, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Org Wealth Partners, LLC holds 4,512 shares of IJR stock, worth $535,574. This represents 0.37% of its overall portfolio holdings.

Number of Shares
4,512
Previous 3,967 13.74%
Holding current value
$535,574
Previous $464 Million 99.89%
% of portfolio
0.37%
Previous 0.15%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 10, 2025
BUY
$113.92 - $127.38 $62,086 - $69,422
545 Added 13.74%
4,512 $519,000
Q3 2024

Oct 11, 2024
BUY
$105.53 - $118.34 $418,637 - $469,454
3,967 New
3,967 $464 Million

Others Institutions Holding IJR

# of Institutions
2,617
Shares Held
502M
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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