A detailed history of Safeguard Financial, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Safeguard Financial, LLC holds 3,640 shares of IJR stock, worth $459,186. This represents 0.1% of its overall portfolio holdings.

Number of Shares
3,640
Previous 3,752 2.99%
Holding current value
$459,186
Previous $400,000 6.25%
% of portfolio
0.1%
Previous 0.11%

Shares

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

Oct 15, 2024

SELL
$105.53 - $118.34 $11,819 - $13,254
-112 Reduced 2.99%
3,640 $425,000
Q2 2024

Aug 07, 2024

BUY
$102.13 - $110.88 $383,191 - $416,021
3,752 New
3,752 $400,000
Q4 2023

Jan 30, 2024

BUY
$87.61 - $110.11 $171,890 - $216,035
1,962 New
1,962 $212,000
Q2 2023

Aug 07, 2023

SELL
$91.14 - $99.81 $54,319 - $59,486
-596 Reduced 23.73%
1,916 $190,000
Q1 2023

Apr 26, 2023

SELL
$92.27 - $107.68 $30,264 - $35,319
-328 Reduced 11.55%
2,512 $242,000
Q4 2022

Jan 10, 2023

BUY
$89.09 - $102.13 $253,015 - $290,049
2,840 New
2,840 $269,000

Others Institutions Holding IJR

About ISHARES CORE S&P SM CAP ETF


  • Ticker IJR
  • Sector ETFs
  • Industry ETFs
More about IJR
Track This Portfolio

Track Safeguard Financial, LLC Portfolio

Follow Safeguard Financial, 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 Safeguard Financial, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Safeguard Financial, LLC with notifications on news.