Paradigm, Strategies In Wealth Management, LLC Ishares Core S&P Sm Cap ETF Transaction History

Paradigm, Strategies In Wealth Management, LLC

  • $144 Million
  • Q4 2024

A detailed history of Paradigm, Strategies In Wealth Management, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Paradigm, Strategies In Wealth Management, LLC holds 148,473 shares of IJR stock, worth $15.4 Million. This represents 11.85% of its overall portfolio holdings.

Number of Shares
148,473
Previous 153,409 3.22%
Holding current value
$15.4 Million
Previous $17.9 Million 4.65%
% of portfolio
11.85%
Previous 11.72%

Shares

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

Jan 14, 2025
SELL
$113.92 - $127.38 $562,309 - $628,747
-4,936 Reduced 3.22%
148,473 $17.1 Million
Q3 2024

Oct 24, 2024
BUY
$105.53 - $118.34 $139,721 - $156,682
1,324 Added 0.87%
153,409 $17.9 Million
Q2 2024

Jul 30, 2024
BUY
$102.13 - $110.88 $826,435 - $897,240
8,092 Added 5.62%
152,085 $16.2 Million
Q1 2024

May 02, 2024
BUY
$102.35 - $110.52 $137,456 - $148,428
1,343 Added 0.94%
143,993 $15.9 Million
Q4 2023

Jan 26, 2024
SELL
$87.61 - $110.11 $500,428 - $628,948
-5,712 Reduced 3.85%
142,650 $15.4 Million
Q3 2023

Oct 25, 2023
BUY
$92.9 - $105.16 $287,432 - $325,365
3,094 Added 2.13%
148,362 $14 Million
Q2 2023

Jul 19, 2023
BUY
$91.14 - $99.81 $1.77 Million - $1.94 Million
19,402 Added 15.41%
145,268 $14.5 Million
Q1 2023

May 02, 2023
BUY
$92.27 - $107.68 $596,156 - $695,720
6,461 Added 5.41%
125,866 $12.2 Million
Q4 2022

Jan 20, 2023
BUY
$89.09 - $102.13 $932,950 - $1.07 Million
10,472 Added 9.61%
119,405 $0
Q3 2022

Nov 09, 2022
BUY
$87.04 - $106.5 $4.93 Million - $6.04 Million
56,690 Added 108.51%
108,933 $9.5 Million
Q2 2022

Jul 18, 2022
BUY
$89.03 - $109.02 $318,994 - $390,618
3,583 Added 7.36%
52,243 $4.83 Million
Q1 2022

Apr 18, 2022
BUY
$102.32 - $116.69 $247,409 - $282,156
2,418 Added 5.23%
48,660 $5.25 Million
Q4 2021

Feb 08, 2022
SELL
$108.26 - $120.32 $26,848 - $29,839
-248 Reduced 0.53%
46,242 $5.3 Million
Q3 2021

Oct 15, 2021
BUY
$104.62 - $113.69 $204,845 - $222,605
1,958 Added 4.4%
46,490 $5.08 Million
Q2 2021

Jul 30, 2021
SELL
$106.38 - $116.3 $141,485 - $154,679
-1,330 Reduced 2.9%
44,532 $5.03 Million
Q1 2021

Apr 29, 2021
BUY
$91.04 - $115.01 $4.18 Million - $5.27 Million
45,862 New
45,862 $4.98 Million

Others Institutions Holding IJR

# of Institutions
2,837
Shares Held
537M
Call Options Held
877K
Put Options Held
272K
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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