Selective Wealth Management, Inc. Ishares Core S&P Sm Cap ETF Transaction History

Selective Wealth Management, Inc.

  • $223 Million
  • Q2 2024

A detailed history of Selective Wealth Management, Inc. transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Selective Wealth Management, Inc. holds 2,870 shares of IJR stock, worth $332,059. This represents 0.14% of its overall portfolio holdings.

Number of Shares
2,870
Previous 2,928 1.98%
Holding current value
$332,059
Previous $323,000 5.26%
% of portfolio
0.14%
Previous 0.14%

Shares

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

Jul 10, 2024
SELL
$102.13 - $110.88 $5,923 - $6,431
-58 Reduced 1.98%
2,870 $306,000
Q1 2024

Apr 11, 2024
SELL
$102.35 - $110.52 $20,981 - $22,656
-205 Reduced 6.54%
2,928 $323,000
Q4 2023

Jan 05, 2024
SELL
$87.61 - $110.11 $43,629 - $54,834
-498 Reduced 13.72%
3,133 $339,000
Q3 2023

Oct 10, 2023
SELL
$92.9 - $105.16 $83,145 - $94,118
-895 Reduced 19.77%
3,631 $342,000
Q2 2023

Jul 11, 2023
SELL
$91.14 - $99.81 $109,641 - $120,071
-1,203 Reduced 21.0%
4,526 $451,000
Q4 2022

Jan 23, 2023
SELL
$89.09 - $102.13 $133,011 - $152,480
-1,493 Reduced 20.67%
5,729 $0
Q3 2022

Oct 21, 2022
SELL
$87.04 - $106.5 $132,561 - $162,199
-1,523 Reduced 17.42%
7,222 $630,000
Q2 2022

Jul 28, 2022
BUY
$89.03 - $109.02 $508,717 - $622,940
5,714 Added 188.52%
8,745 $808,000
Q1 2022

Apr 20, 2022
BUY
$102.32 - $116.69 $271,659 - $309,811
2,655 Added 706.12%
3,031 $327,000
Q4 2021

Jan 18, 2022
BUY
$108.26 - $120.32 $40,705 - $45,240
376 New
376 $43,000
Q3 2020

Oct 21, 2020
SELL
$65.69 - $75.96 $10,576 - $12,229
-161 Closed
0 $0
Q2 2020

Jul 15, 2020
BUY
$50.99 - $75.55 $8,209 - $12,163
161 New
161 $11,000

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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