Successful Portfolios LLC Ishares Core S&P Sm Cap ETF Transaction History

Successful Portfolios LLC

  • $147 Million
  • Q3 2024

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

Apr 21, 2023
SELL
$92.27 - $107.68 $27,773 - $32,411
-301 Reduced 11.27%
2,370 $229,000
Q4 2022

Jan 27, 2023
SELL
$89.09 - $102.13 $50,157 - $57,499
-563 Reduced 17.41%
2,671 $0
Q3 2022

Oct 12, 2022
SELL
$87.04 - $106.5 $9,748 - $11,928
-112 Reduced 3.35%
3,234 $282,000
Q2 2022

Jul 22, 2022
SELL
$89.03 - $109.02 $72,114 - $88,306
-810 Reduced 19.49%
3,346 $309,000
Q1 2022

Apr 21, 2022
SELL
$102.32 - $116.69 $57,299 - $65,346
-560 Reduced 11.87%
4,156 $448,000
Q4 2021

Jan 26, 2022
BUY
$108.26 - $120.32 $7,902 - $8,783
73 Added 1.57%
4,716 $540,000
Q3 2021

Oct 14, 2021
SELL
$104.62 - $113.69 $10,252 - $11,141
-98 Reduced 2.07%
4,643 $507,000
Q2 2021

Jul 23, 2021
BUY
$106.38 - $116.3 $36,275 - $39,658
341 Added 7.75%
4,741 $536,000
Q1 2021

Apr 20, 2021
BUY
$91.04 - $115.01 $108,883 - $137,551
1,196 Added 37.33%
4,400 $478,000
Q4 2020

Feb 02, 2021
SELL
$71.23 - $92.42 $184,984 - $240,014
-2,597 Reduced 44.77%
3,204 $294,000
Q3 2020

Oct 13, 2020
BUY
$65.69 - $75.96 $381,067 - $440,643
5,801 New
5,801 $407,000

Others Institutions Holding IJR

# of Institutions
2,538
Shares Held
496M
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
Track This Portfolio

Track Successful Portfolios LLC Portfolio

Follow Successful Portfolios 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 Successful Portfolios LLC, based on Form 13F filings with the SEC.

News

Stay updated on Successful Portfolios LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email