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

Partnership Wealth Management, LLC

  • $142 Billion
  • Q3 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 68,795 shares of IJR stock, worth $8.59 Million. This represents 5.68% of its overall portfolio holdings.

Number of Shares
68,795
Previous 29,396 134.03%
Holding current value
$8.59 Million
Previous $3.14 Billion 156.62%
% of portfolio
5.68%
Previous 2.31%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 08, 2024
BUY
$105.53 - $118.34 $4.16 Million - $4.66 Million
39,399 Added 134.03%
68,795 $8.05 Billion
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
2,566
Shares Held
500M
Call Options Held
1.04M
Put Options Held
671K
View Full List

About ISHARES CORE S&P SM CAP ETF

IJR Quotes by TradingView
  • Ticker IJR
  • Sector ETFs
  • Industry ETFs
More about IJR
Track This Portfolio

Track Partnership Wealth Management, LLC Portfolio

Follow Partnership Wealth Management, 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 Partnership Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Partnership Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email