Shared Vision Wealth Group LLC Ishares Core S&P Sm Cap ETF Transaction History

Shared Vision Wealth Group LLC

  • $190 Billion
  • Q4 2024

A detailed history of Shared Vision Wealth Group LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Shared Vision Wealth Group LLC holds 4,084 shares of IJR stock, worth $459,123. This represents 0.25% of its overall portfolio holdings.

Number of Shares
4,084
Previous 4,276 4.49%
Holding current value
$459,123
Previous $500 Million 5.9%
% of portfolio
0.25%
Previous 0.27%

Shares

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

Feb 06, 2025
SELL
$113.92 - $127.38 $21,872 - $24,456
-192 Reduced 4.49%
4,084 $471 Million
Q3 2024

Nov 12, 2024
BUY
$105.53 - $118.34 $1,582 - $1,775
15 Added 0.35%
4,276 $500 Million
Q2 2024

Jul 23, 2024
SELL
$102.13 - $110.88 $5,923 - $6,431
-58 Reduced 1.34%
4,261 $454 Million
Q1 2024

May 06, 2024
SELL
$102.35 - $110.52 $46,876 - $50,618
-458 Reduced 9.59%
4,319 $477 Million
Q4 2023

Feb 07, 2024
BUY
$87.61 - $110.11 $418,512 - $525,995
4,777 New
4,777 $517 Million

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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