A detailed history of Sweeney & Michel, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Sweeney & Michel, LLC holds 8,816 shares of IJR stock, worth $1.03 Million. This represents 0.41% of its overall portfolio holdings.

Number of Shares
8,816
Previous 8,795 0.24%
Holding current value
$1.03 Million
Previous $928 Million 12.21%
% of portfolio
0.41%
Previous 0.4%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 21, 2024

BUY
$105.53 - $118.34 $2,216 - $2,485
21 Added 0.24%
8,816 $1.04 Billion
Q2 2024

Jul 10, 2024

BUY
$102.13 - $110.88 $2,757 - $2,993
27 Added 0.31%
8,795 $928 Million
Q1 2024

May 15, 2024

SELL
$102.35 - $110.52 $384,733 - $415,444
-3,759 Reduced 30.01%
8,768 $968 Million
Q3 2023

Nov 09, 2023

BUY
$92.9 - $105.16 $97,359 - $110,207
1,048 Added 9.13%
12,527 $1.15 Billion
Q2 2023

Aug 09, 2023

BUY
$91.14 - $99.81 $62,795 - $68,769
689 Added 6.39%
11,479 $1.19 Billion
Q1 2023

Jun 07, 2023

BUY
$92.27 - $107.68 $995,593 - $1.16 Million
10,790 New
10,790 $1.05 Billion

Others Institutions Holding IJR

About ISHARES CORE S&P SM CAP ETF


  • Ticker IJR
  • Sector ETFs
  • Industry ETFs
More about IJR
Track This Portfolio

Track Sweeney & Michel, LLC Portfolio

Follow Sweeney & Michel, 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 Sweeney & Michel, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sweeney & Michel, LLC with notifications on news.