Palo Alto Wealth Advisors, LLC Ishares Core S&P Sm Cap ETF Transaction History

Palo Alto Wealth Advisors, LLC

$242 Billion
Q3 2024

A detailed history of Palo Alto Wealth Advisors, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Palo Alto Wealth Advisors, LLC holds 2,431 shares of IJR stock, worth $303,607. This represents 0.12% of its overall portfolio holdings.

Number of Shares

2,431

Previous 2,430 0.04%

Holding current value

$303,607

Previous $259 Million 8.87%

% of portfolio

0.12%

Previous 0.18%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 06, 2024	BUY	$105.53 - $118.34 $105 - $118	1 Added 0.04%	2,431 $282 Million
Q2 2024 Aug 13, 2024	SELL	$102.13 - $110.88 $83,133 - $90,256	-814 Reduced 25.09%	2,430 $259 Million
Q1 2024 Apr 30, 2024	BUY	$102.35 - $110.52 $1,023 - $1,105	10 Added 0.31%	3,244 $358 Million
Q3 2023 Oct 30, 2023	SELL	$92.9 - $105.16 $14,120 - $15,984	-152 Reduced 4.49%	3,234 $307 Million
Q2 2023 Aug 07, 2023	BUY	$91.14 - $99.81 $13,853 - $15,171	152 Added 4.7%	3,386 $337 Million
Q1 2023 Apr 18, 2023	SELL	$92.27 - $107.68 $23,067 - $26,920	-250 Reduced 7.18%	3,234 $313 Million
Q4 2022 Feb 07, 2023	BUY	$89.09 - $102.13 $310,389 - $355,820	3,484 New	3,484 $330 Million

Others Institutions Holding IJR

# of Institutions

2,566

Shares Held

500M

Call Options Held

1.04M

Put Options Held

671K

View Full List

About ISHARES CORE S&P SM CAP ETF

Ticker IJR
Sector ETFs
Industry ETFs

More about IJR

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Palo Alto Wealth Advisors, LLC Ishares Core S&P Sm Cap ETF Transaction History