Sfg Wealth Management, Llc. Ishares Core S&P Sm Cap ETF Transaction History

Sfg Wealth Management, Llc.

  • $183 Million
  • Q4 2024

A detailed history of Sfg Wealth Management, Llc. transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Sfg Wealth Management, Llc. holds 2,293 shares of IJR stock, worth $273,417. This represents 0.14% of its overall portfolio holdings.

Number of Shares
2,293
Previous 2,130 7.65%
Holding current value
$273,417
Previous $249,000 6.02%
% of portfolio
0.14%
Previous 0.14%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 16, 2025
BUY
$113.92 - $127.38 $18,568 - $20,762
163 Added 7.65%
2,293 $264,000
Q3 2024

Oct 31, 2024
SELL
$105.53 - $118.34 $27,648 - $31,005
-262 Reduced 10.95%
2,130 $249,000
Q2 2024

Jul 19, 2024
SELL
$102.13 - $110.88 $9,395 - $10,200
-92 Reduced 3.7%
2,392 $255,000
Q1 2024

Apr 26, 2024
SELL
$102.35 - $110.52 $30,602 - $33,045
-299 Reduced 10.74%
2,484 $274,000
Q4 2023

Jan 19, 2024
BUY
$87.61 - $110.11 $28,385 - $35,675
324 Added 13.18%
2,783 $301,000
Q3 2023

Oct 19, 2023
SELL
$92.9 - $105.16 $22,203 - $25,133
-239 Reduced 8.86%
2,459 $231,000
Q2 2023

Jul 14, 2023
SELL
$91.14 - $99.81 $911 - $998
-10 Reduced 0.37%
2,698 $268,000
Q1 2023

Apr 11, 2023
BUY
$92.27 - $107.68 $276 - $323
3 Added 0.11%
2,708 $261,000
Q4 2022

Jan 31, 2023
BUY
$89.09 - $102.13 $2,049 - $2,348
23 Added 0.86%
2,705 $256,000
Q3 2022

Oct 12, 2022
SELL
$87.04 - $106.5 $39,951 - $48,883
-459 Reduced 14.61%
2,682 $234,000
Q2 2022

Jul 13, 2022
BUY
$89.03 - $109.02 $21,011 - $25,728
236 Added 8.12%
3,141 $290,000
Q1 2022

Apr 22, 2022
BUY
$102.32 - $116.69 $13,403 - $15,286
131 Added 4.72%
2,905 $313,000
Q4 2021

Feb 14, 2022
BUY
$108.26 - $120.32 $300,313 - $333,767
2,774 New
2,774 $318,000

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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