Rooted Wealth Advisors, Inc. Ishares Core S&P Sm Cap ETF Transaction History

Rooted Wealth Advisors, Inc.

  • $227 Million
  • Q2 2024

A detailed history of Rooted Wealth Advisors, Inc. transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Rooted Wealth Advisors, Inc. holds 22,957 shares of IJR stock, worth $2.66 Million. This represents 1.16% of its overall portfolio holdings.

Number of Shares
22,957
Previous 20,166 13.84%
Holding current value
$2.66 Million
Previous $2.17 Million 21.32%
% of portfolio
1.16%
Previous 1.07%

Shares

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

Jul 25, 2024
BUY
$102.13 - $110.88 $285,044 - $309,466
2,791 Added 13.84%
22,957 $2.63 Million
Q1 2024

Apr 17, 2024
SELL
$102.35 - $110.52 $160,894 - $173,737
-1,572 Reduced 7.23%
20,166 $2.17 Million
Q4 2023

Feb 07, 2024
BUY
$87.61 - $110.11 $349,826 - $439,669
3,993 Added 22.5%
21,738 $2.25 Million
Q3 2023

Nov 21, 2023
BUY
$92.9 - $105.16 $1,950 - $2,208
21 Added 0.12%
17,745 $1.71 Million
Q2 2023

Aug 03, 2023
BUY
$91.14 - $99.81 $1.62 Million - $1.77 Million
17,724 New
17,724 $1.75 Million

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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