A detailed history of Peterson Wealth Services transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Peterson Wealth Services holds 2,989 shares of IJR stock, worth $341,612. This represents 0.11% of its overall portfolio holdings.

Number of Shares
2,989
Previous 3,305 9.56%
Holding current value
$341,612
Previous $365,000 12.88%
% of portfolio
0.11%
Previous 0.13%

Shares

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

Jul 30, 2024

SELL
$102.13 - $110.88 $32,273 - $35,038
-316 Reduced 9.56%
2,989 $318,000
Q1 2024

May 01, 2024

SELL
$102.35 - $110.52 $38,995 - $42,108
-381 Reduced 10.34%
3,305 $365,000
Q4 2023

Jan 31, 2024

BUY
$87.61 - $110.11 $322,930 - $405,865
3,686 New
3,686 $399,000
Q2 2023

Jul 13, 2023

BUY
$91.14 - $99.81 $86,218 - $94,420
946 Added 33.92%
3,735 $372,000
Q1 2023

Apr 06, 2023

BUY
$92.27 - $107.68 $17,992 - $20,997
195 Added 7.52%
2,789 $269,000
Q4 2022

Jan 20, 2023

BUY
$89.09 - $102.13 $23,519 - $26,962
264 Added 11.33%
2,594 $0
Q3 2022

Nov 09, 2022

BUY
$87.04 - $106.5 $7,311 - $8,946
84 Added 3.74%
2,330 $203,000
Q2 2022

Jul 11, 2022

SELL
$89.03 - $109.02 $39,084 - $47,859
-439 Reduced 16.35%
2,246 $208,000
Q1 2022

Apr 18, 2022

BUY
$102.32 - $116.69 $43,281 - $49,359
423 Added 18.7%
2,685 $290,000
Q4 2021

Jan 31, 2022

BUY
$108.26 - $120.32 $244,884 - $272,163
2,262 New
2,262 $259,000

Others Institutions Holding IJR

About ISHARES CORE S&P SM CAP ETF


  • Ticker IJR
  • Sector ETFs
  • Industry ETFs
More about IJR
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