Sweeney & Michel, LLC Ishares Core S&P Sm Cap ETF Transaction History

Sweeney & Michel, LLC

$235 Billion
Q2 2024

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 8,795 shares of IJR stock, worth $1.02 Million. This represents 0.4% of its overall portfolio holdings.

Number of Shares

8,795

Previous 8,768 0.31%

Holding current value

$1.02 Million

Previous $968 Million 4.11%

% of portfolio

0.4%

Previous 0.43%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

# of Institutions

2,440

Shares Held

479M

Call Options Held

625K

Put Options Held

577K

View Full List

About ISHARES CORE S&P SM CAP ETF

Ticker IJR
Sector ETFs
Industry ETFs

More about IJR

Track This Portfolio

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.

Account

Sweeney & Michel, LLC Ishares Core S&P Sm Cap ETF Transaction History