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

Towerpoint Wealth, LLC

  • $209 Million
  • Q3 2024

A detailed history of Towerpoint Wealth, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Towerpoint Wealth, LLC holds 2,445 shares of IJR stock, worth $283,204. This represents 0.14% of its overall portfolio holdings.

Number of Shares
2,445
Previous 1,885 29.71%
Holding current value
$283,204
Previous $201,000 41.79%
% of portfolio
0.14%
Previous 0.1%

Shares

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

Oct 09, 2024
BUY
$105.53 - $118.34 $59,096 - $66,270
560 Added 29.71%
2,445 $285,000
Q2 2024

Jul 12, 2024
BUY
$102.13 - $110.88 $612 - $665
6 Added 0.32%
1,885 $201,000
Q1 2024

Apr 15, 2024
SELL
$102.35 - $110.52 $2,763 - $2,984
-27 Reduced 1.42%
1,879 $207,000
Q4 2023

Jan 23, 2024
BUY
$87.61 - $110.11 $166,984 - $209,869
1,906 New
1,906 $206,000
Q4 2022

Feb 10, 2023
BUY
$89.09 - $102.13 $1,247 - $1,429
14 Added 0.44%
3,210 $303,000
Q3 2022

Nov 14, 2022
BUY
$87.04 - $106.5 $8,181 - $10,011
94 Added 3.03%
3,196 $279,000
Q2 2022

Aug 08, 2022
SELL
$89.03 - $109.02 $9,793 - $11,992
-110 Reduced 3.42%
3,102 $287,000
Q1 2022

May 16, 2022
BUY
$102.32 - $116.69 $16,575 - $18,903
162 Added 5.31%
3,212 $346,000
Q4 2021

Feb 04, 2022
BUY
$108.26 - $120.32 $1,840 - $2,045
17 Added 0.56%
3,050 $349,000
Q2 2021

Jul 27, 2021
SELL
$106.38 - $116.3 $33,828 - $36,983
-318 Reduced 9.49%
3,033 $343,000
Q1 2021

May 10, 2021
SELL
$91.04 - $115.01 $14,111 - $17,826
-155 Reduced 4.42%
3,351 $364,000
Q4 2020

Feb 10, 2021
BUY
$71.23 - $92.42 $249,732 - $324,024
3,506 New
3,506 $322,000
Q4 2019

Jan 15, 2020
SELL
$75.05 - $84.14 $157,304 - $176,357
-2,096 Closed
0 $0
Q3 2019

Nov 05, 2019
BUY
$73.61 - $80.67 $154,286 - $169,084
2,096 New
2,096 $163,000

Others Institutions Holding IJR

# of Institutions
2,569
Shares Held
500M
Call Options Held
1.04M
Put Options Held
671K
View Full List

About ISHARES CORE S&P SM CAP ETF

IJR Quotes by TradingView
  • Ticker IJR
  • Sector ETFs
  • Industry ETFs
More about IJR
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