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 $281,582. This represents 0.12% of its overall portfolio holdings.

Number of Shares

2,431

Previous 2,430 0.04%

Holding current value

$281,582

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

2,569

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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Palo Alto Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Palo Alto Wealth Advisors, LLC with notifications on news.

Account

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