Stone Point Wealth LLC Ishares Core S&P Sm Cap ETF Transaction History

Stone Point Wealth LLC

  • $294 Million
  • Q4 2024

A detailed history of Stone Point Wealth LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Stone Point Wealth LLC holds 39,974 shares of IJR stock, worth $4.52 Million. This represents 1.57% of its overall portfolio holdings.

Number of Shares
39,974
Previous 39,591 0.97%
Holding current value
$4.52 Million
Previous $4.63 Million 0.54%
% of portfolio
1.57%
Previous 1.52%

Shares

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

Jan 28, 2025
BUY
$113.92 - $127.38 $43,631 - $48,786
383 Added 0.97%
39,974 $4.61 Million
Q3 2024

Oct 31, 2024
BUY
$105.53 - $118.34 $196,602 - $220,467
1,863 Added 4.94%
39,591 $4.63 Million
Q2 2024

Jul 30, 2024
BUY
$102.13 - $110.88 $180,055 - $195,481
1,763 Added 4.9%
37,728 $4.02 Million
Q1 2024

May 01, 2024
BUY
$102.35 - $110.52 $374,396 - $404,282
3,658 Added 11.32%
35,965 $3.97 Million
Q4 2023

Jan 26, 2024
SELL
$87.61 - $110.11 $5,519 - $6,936
-63 Reduced 0.19%
32,307 $3.5 Million
Q3 2023

Oct 25, 2023
SELL
$92.9 - $105.16 $37,996 - $43,010
-409 Reduced 1.25%
32,370 $3.05 Million
Q2 2023

Jul 25, 2023
BUY
$91.14 - $99.81 $176,355 - $193,132
1,935 Added 6.27%
32,779 $3.27 Million
Q1 2023

Apr 20, 2023
BUY
$92.27 - $107.68 $10,426 - $12,167
113 Added 0.37%
30,844 $2.98 Million
Q4 2022

Jan 20, 2023
BUY
$89.09 - $102.13 $412,753 - $473,168
4,633 Added 17.75%
30,731 $0
Q3 2022

Nov 03, 2022
BUY
$87.04 - $106.5 $200,540 - $245,376
2,304 Added 9.68%
26,098 $2.28 Million
Q2 2022

Jul 19, 2022
BUY
$89.03 - $109.02 $58,136 - $71,190
653 Added 2.82%
23,794 $2.2 Million
Q1 2022

Apr 29, 2022
BUY
$102.32 - $116.69 $359,552 - $410,048
3,514 Added 17.9%
23,141 $2.53 Million
Q4 2021

Feb 10, 2022
BUY
$108.26 - $120.32 $2.12 Million - $2.36 Million
19,627 New
19,627 $2.25 Million

Others Institutions Holding IJR

# of Institutions
2,811
Shares Held
537M
Call Options Held
877K
Put Options Held
272K
View Full List

About ISHARES CORE S&P SM CAP ETF

IJR Quotes by TradingView
  • Ticker IJR
  • Sector ETFs
  • Industry ETFs
More about IJR
Track This Portfolio

Track Stone Point Wealth LLC Portfolio

Follow Stone Point Wealth LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Stone Point Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Stone Point Wealth LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email