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

Private Wealth Management Group, LLC

$271 Billion
Q1 2025

A detailed history of Private Wealth Management Group, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Private Wealth Management Group, LLC holds 3,363 shares of IJR stock, worth $356,948. This represents 0.13% of its overall portfolio holdings.

Number of Shares

3,363

Previous 3,353 0.3%

Holding current value

$356,948

Previous $386 Million 8.97%

% of portfolio

0.13%

Previous 0.15%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 02, 2025	BUY	$102.49 - $119.96 $1,024 - $1,199	10 Added 0.3%	3,363 $352 Million
Q3 2024 Oct 29, 2024	SELL	$105.53 - $118.34 $77,986 - $87,453	-739 Reduced 18.06%	3,353 $392 Million
Q2 2024 Aug 13, 2024	BUY	$102.13 - $110.88 $75,474 - $81,940	739 Added 22.04%	4,092 $436 Million
Q1 2024 Apr 30, 2024	BUY	$102.35 - $110.52 $1,023 - $1,105	10 Added 0.3%	3,353 $371 Million
Q4 2023 Feb 08, 2024	BUY	$87.61 - $110.11 $292,880 - $368,097	3,343 New	3,343 $362 Million

Others Institutions Holding IJR

# of Institutions

2,820

Shares Held

548M

Call Options Held

533K

Put Options Held

389K

View Full List

About ISHARES CORE S&P SM CAP ETF

Ticker IJR
Sector ETFs
Industry ETFs

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