Partnership Wealth Management, LLC Ishares Core S&P Sm Cap ETF Transaction History

Partnership Wealth Management, LLC

  • $135 Billion
  • Q2 2024

A detailed history of Partnership Wealth Management, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Partnership Wealth Management, LLC holds 29,396 shares of IJR stock, worth $3.36 Million. This represents 2.31% of its overall portfolio holdings.

Number of Shares
29,396
Previous 33,702 12.78%
Holding current value
$3.36 Million
Previous $3.72 Billion 15.82%
% of portfolio
2.31%
Previous 2.61%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 03, 2024
SELL
$102.13 - $110.88 $439,771 - $477,449
-4,306 Reduced 12.78%
29,396 $3.14 Billion
Q1 2024

Apr 10, 2024
BUY
$102.35 - $110.52 $93,752 - $101,236
916 Added 2.79%
33,702 $3.72 Billion
Q4 2023

Feb 07, 2024
BUY
$87.61 - $110.11 $2.87 Million - $3.61 Million
32,786 New
32,786 $3.41 Billion

Others Institutions Holding IJR

# of Institutions
2,476
Shares Held
489M
Call Options Held
727K
Put Options Held
97.4K
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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