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

Sendero Wealth Management, LLC

  • $615 Million
  • Q3 2024

A detailed history of Sendero Wealth Management, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Sendero Wealth Management, LLC holds 5,734 shares of IJR stock, worth $708,321. This represents 0.11% of its overall portfolio holdings.

Number of Shares
5,734
Previous 4,443 29.06%
Holding current value
$708,321
Previous $473,000 41.65%
% of portfolio
0.11%
Previous 0.08%

Shares

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

Oct 09, 2024
BUY
$105.53 - $118.34 $136,239 - $152,776
1,291 Added 29.06%
5,734 $670,000
Q2 2024

Jul 12, 2024
SELL
$102.13 - $110.88 $6,740 - $7,318
-66 Reduced 1.46%
4,443 $473,000
Q1 2024

Apr 16, 2024
SELL
$102.35 - $110.52 $56,087 - $60,564
-548 Reduced 10.84%
4,509 $498,000
Q3 2023

Oct 10, 2023
SELL
$92.9 - $105.16 $323,106 - $365,746
-3,478 Reduced 40.75%
5,057 $477,000
Q2 2023

Jul 20, 2023
SELL
$91.14 - $99.81 $189,024 - $207,005
-2,074 Reduced 19.55%
8,535 $850,000
Q1 2023

Apr 27, 2023
SELL
$92.27 - $107.68 $148,185 - $172,934
-1,606 Reduced 13.15%
10,609 $1.03 Million
Q4 2022

Feb 01, 2023
SELL
$89.09 - $102.13 $57,284 - $65,669
-643 Reduced 5.0%
12,215 $1.16 Million
Q3 2022

Oct 27, 2022
SELL
$87.04 - $106.5 $410,741 - $502,573
-4,719 Reduced 26.85%
12,858 $1.12 Million
Q2 2022

Aug 09, 2022
BUY
$89.03 - $109.02 $3,027 - $3,706
34 Added 0.19%
17,577 $1.62 Million
Q1 2022

May 06, 2022
SELL
$102.32 - $116.69 $6,036 - $6,884
-59 Reduced 0.34%
17,543 $1.89 Million
Q4 2021

Feb 15, 2022
BUY
$108.26 - $120.32 $1.91 Million - $2.12 Million
17,602 New
17,602 $2.02 Million

Others Institutions Holding IJR

# of Institutions
2,531
Shares Held
494M
Call Options Held
771K
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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