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

Sterling Wealth Management, Inc.

  • $211 Billion
  • Q2 2024

A detailed history of Sterling Wealth Management, Inc. transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Sterling Wealth Management, Inc. holds 4,972 shares of IJR stock, worth $583,563. This represents 0.25% of its overall portfolio holdings.

Number of Shares
4,972
Previous 5,133 3.14%
Holding current value
$583,563
Previous $567 Million 6.52%
% of portfolio
0.25%
Previous 0.28%

Shares

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

Aug 14, 2024
SELL
$102.13 - $110.88 $16,442 - $17,851
-161 Reduced 3.14%
4,972 $530 Million
Q1 2024

May 15, 2024
BUY
$102.35 - $110.52 $38,790 - $41,887
379 Added 7.97%
5,133 $567 Million
Q4 2023

Feb 14, 2024
BUY
$87.61 - $110.11 $416,497 - $523,462
4,754 New
4,754 $515 Million

Others Institutions Holding IJR

# of Institutions
2,525
Shares Held
493M
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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