A detailed history of Symphony Financial, Ltd. Co. transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Symphony Financial, Ltd. Co. holds 1,914 shares of IJR stock, worth $241,680. This represents 0.04% of its overall portfolio holdings.

Number of Shares
1,914
Previous 2,081 8.02%
Holding current value
$241,680
Previous $221,000 0.9%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Oct 21, 2024

SELL
$105.53 - $118.34 $17,623 - $19,762
-167 Reduced 8.02%
1,914 $223,000
Q2 2024

Jul 17, 2024

BUY
$102.13 - $110.88 $23,796 - $25,835
233 Added 12.61%
2,081 $221,000
Q1 2024

Apr 17, 2024

BUY
$102.35 - $110.52 $189,142 - $204,240
1,848 New
1,848 $204,000
Q2 2023

Jul 12, 2023

BUY
$91.14 - $99.81 $197,864 - $216,687
2,171 New
2,171 $216,000
Q4 2022

Jan 26, 2023

SELL
$89.09 - $102.13 $24,232 - $27,779
-272 Reduced 9.83%
2,496 $0
Q3 2022

Oct 27, 2022

BUY
$87.04 - $106.5 $240,926 - $294,792
2,768 New
2,768 $245,000
Q2 2022

Jul 18, 2022

SELL
$89.03 - $109.02 $641,372 - $785,380
-7,204 Closed
0 $0
Q1 2022

May 13, 2022

BUY
$102.32 - $116.69 $737,113 - $840,634
7,204 New
7,204 $728,000

Others Institutions Holding IJR

About ISHARES CORE S&P SM CAP ETF


  • Ticker IJR
  • Sector ETFs
  • Industry ETFs
More about IJR
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