A detailed history of Panoramic Investment Advisors, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Panoramic Investment Advisors, LLC holds 3,483 shares of IJR stock, worth $402,425. This represents 0.28% of its overall portfolio holdings.

Number of Shares
3,483
Previous 4,461 21.92%
Holding current value
$402,425
Previous $483 Million 20.27%
% of portfolio
0.28%
Previous 0.42%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 18, 2024

SELL
$102.35 - $110.52 $100,098 - $108,088
-978 Reduced 21.92%
3,483 $385 Million
Q4 2023

Jan 23, 2024

SELL
$87.61 - $110.11 $58,173 - $73,113
-664 Reduced 12.96%
4,461 $483 Million
Q3 2023

Nov 15, 2023

SELL
$92.9 - $105.16 $654,759 - $741,167
-7,048 Reduced 57.9%
5,125 $483 Million
Q4 2022

Mar 01, 2023

BUY
$89.09 - $102.13 $1.08 Million - $1.24 Million
12,173 New
12,173 $1.15 Billion

Others Institutions Holding IJR

About ISHARES CORE S&P SM CAP ETF


  • Ticker IJR
  • Sector ETFs
  • Industry ETFs
More about IJR
Track This Portfolio

Track Panoramic Investment Advisors, LLC Portfolio

Follow Panoramic Investment Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Panoramic Investment Advisors, LLC with notifications on news.