Strategies Wealth Advisors, LLC Ishares Core S&P Sm Cap ETF Transaction History

Strategies Wealth Advisors, LLC

$650 Billion
Q1 2024

A detailed history of Strategies Wealth Advisors, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Strategies Wealth Advisors, LLC holds 8,236 shares of IJR stock, worth $876,228. This represents 0.14% of its overall portfolio holdings.

Number of Shares

8,236

Previous 10,642 22.61%

Holding current value

$876,228

Previous $1.15 Billion 20.98%

% of portfolio

0.14%

Previous 0.2%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 22, 2024	SELL	$102.35 - $110.52 $246,254 - $265,911	-2,406 Reduced 22.61%	8,236 $910 Million
Q4 2023 Jan 22, 2024	SELL	$87.61 - $110.11 $50,463 - $63,423	-576 Reduced 5.13%	10,642 $1.15 Billion
Q3 2023 Oct 10, 2023	SELL	$92.9 - $105.16 $17,836 - $20,190	-192 Reduced 1.68%	11,218 $1.06 Billion
Q2 2023 Jul 12, 2023	SELL	$91.14 - $99.81 $269,318 - $294,938	-2,955 Reduced 20.57%	11,410 $1.14 Billion
Q1 2023 Jun 27, 2023	SELL	$92.27 - $107.68 $19,745 - $23,043	-214 Reduced 1.47%	14,365 $1.39 Billion

Q4 2022 Jun 27, 2023	BUY	$93.02 - $102.13 $301,570 - $331,105	3,242 Added 28.6%	14,579 $1.38 Billion
Q2 2022 Jun 27, 2023	BUY	$89.03 - $109.02 $164,349 - $201,250	1,846 Added 19.45%	11,337 $1.05 Billion
Q1 2022 Jun 27, 2023	SELL	$102.32 - $116.69 $4,809 - $5,484	-47 Reduced 0.49%	9,491 $1.02 Billion
Q4 2021 Jun 26, 2023	BUY	$108.26 - $120.32 $1.03 Million - $1.15 Million	9,538 New	9,538 $1.09 Billion

Others Institutions Holding IJR

# of Institutions

2,452

Shares Held

481M

Call Options Held

625K

Put Options Held

581K

View Full List

About ISHARES CORE S&P SM CAP ETF

Ticker IJR
Sector ETFs
Industry ETFs

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Strategies Wealth Advisors, LLC Ishares Core S&P Sm Cap ETF Transaction History