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

Peterson Wealth Advisors, LLC

$445 Million
Q2 2024

A detailed history of Peterson Wealth Advisors, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Peterson Wealth Advisors, LLC holds 22,400 shares of IJR stock, worth $2.61 Million. This represents 0.54% of its overall portfolio holdings.

Number of Shares

22,400

Previous 22,236 0.74%

Holding current value

$2.61 Million

Previous $2.46 Million 2.77%

% of portfolio

0.54%

Previous 0.55%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 18, 2024	BUY	$102.13 - $110.88 $16,749 - $18,184	164 Added 0.74%	22,400 $2.39 Million
Q1 2024 Apr 15, 2024	BUY	$102.35 - $110.52 $36,334 - $39,234	355 Added 1.62%	22,236 $2.46 Million
Q4 2023 Jan 10, 2024	BUY	$87.61 - $110.11 $3,854 - $4,844	44 Added 0.2%	21,881 $2.37 Million
Q3 2023 Oct 05, 2023	BUY	$92.9 - $105.16 $650 - $736	7 Added 0.03%	21,837 $2.06 Million
Q2 2023 Jul 13, 2023	BUY	$91.14 - $99.81 $26,977 - $29,543	296 Added 1.37%	21,830 $2.18 Million
Q1 2023 Apr 06, 2023	SELL	$92.27 - $107.68 $8,396 - $9,798	-91 Reduced 0.42%	21,534 $2.08 Million
Q4 2022 Jan 20, 2023	SELL	$89.09 - $102.13 $13,007 - $14,910	-146 Reduced 0.67%	21,625 $0
Q3 2022 Oct 17, 2022	SELL	$87.04 - $106.5 $11,489 - $14,058	-132 Reduced 0.6%	21,771 $1.9 Million
Q2 2022 Jul 21, 2022	BUY	$89.03 - $109.02 $3,205 - $3,924	36 Added 0.16%	21,903 $2.02 Million
Q1 2022 Apr 21, 2022	SELL	$102.32 - $116.69 $53,411 - $60,912	-522 Reduced 2.33%	21,867 $2.36 Million
Q4 2021 Jan 25, 2022	BUY	$108.26 - $120.32 $17,213 - $19,130	159 Added 0.72%	22,389 $2.56 Million
Q3 2021 Oct 21, 2021	SELL	$104.62 - $113.69 $94,367 - $102,548	-902 Reduced 3.9%	22,230 $2.43 Million
Q2 2021 Aug 02, 2021	SELL	$106.38 - $116.3 $23,722 - $25,934	-223 Reduced 0.95%	23,132 $2.61 Million
Q1 2021 Apr 28, 2021	SELL	$91.04 - $115.01 $83,665 - $105,694	-919 Reduced 3.79%	23,355 $2.54 Million
Q4 2020 Jan 25, 2021	SELL	$71.23 - $92.42 $50,145 - $65,063	-704 Reduced 2.82%	24,274 $2.23 Million
Q3 2020 Oct 20, 2020	BUY	$65.69 - $75.96 $10,576 - $12,229	161 Added 0.65%	24,978 $1.75 Million
Q2 2020 Jul 20, 2020	BUY	$50.99 - $75.55 $531,570 - $787,608	10,425 Added 72.44%	24,817 $1.7 Million
Q1 2020 Apr 21, 2020	SELL	$49.11 - $85.52 $234,009 - $407,502	-4,765 Reduced 24.87%	14,392 $808,000
Q4 2019 Jan 23, 2020	SELL	$75.05 - $84.14 $35,648 - $39,966	-475 Reduced 2.42%	19,157 $1.61 Million
Q3 2019 Oct 17, 2019	BUY	$73.61 - $80.67 $1,545 - $1,694	21 Added 0.11%	19,632 $1.53 Million
Q2 2019 Jul 15, 2019	BUY	$73.17 - $81.37 $32,267 - $35,884	441 Added 2.3%	19,611 $1.54 Million
Q1 2019 Apr 16, 2019	SELL	$68.34 - $81.18 $318,464 - $378,298	-4,660 Reduced 19.56%	19,170 $1.53 Million
Q4 2018 Jan 29, 2019	SELL	$65.14 - $85.94 $393,966 - $519,765	-6,048 Reduced 20.24%	23,830 $1.65 Million
Q3 2018 Oct 17, 2018	SELL	$84.33 - $90.31 $173,719 - $186,038	-2,060 Reduced 6.45%	29,878 $2.61 Million
Q2 2018 Jul 18, 2018	SELL	$75.25 - $86.64 $225,072 - $259,140	-2,991 Reduced 8.56%	31,938 $2.67 Million
Q1 2018 Apr 20, 2018	SELL	$73.35 - $80.36 $3.77 Million - $4.13 Million	-51,396 Reduced 59.54%	34,929 $2.69 Million
Q4 2017 Mar 19, 2018	BUY	$73.06 - $77.74 $6.31 Million - $6.71 Million	86,325	86,325 $6.63 Million

Others Institutions Holding IJR

# of Institutions

2,477

Shares Held

489M

Call Options Held

727K

Put Options Held

97.4K

View Full List

About ISHARES CORE S&P SM CAP ETF

Ticker IJR
Sector ETFs
Industry ETFs

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