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

Org Wealth Partners, LLC

  • $221 Million
  • Q1 2025

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 10,177 shares of IJR stock, worth $1.11 Million. This represents 0.48% of its overall portfolio holdings.

Number of Shares
10,177
Previous 4,512 125.55%
Holding current value
$1.11 Million
Previous $519,000 105.01%
% of portfolio
0.48%
Previous 0.37%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 21, 2025
BUY
$102.49 - $119.96 $580,605 - $679,573
5,665 Added 125.55%
10,177 $1.06 Million
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
2,822
Shares Held
548M
Call Options Held
533K
Put Options Held
389K
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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