A detailed history of Trifecta Capital Advisors, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Trifecta Capital Advisors, LLC holds 173,467 shares of IJR stock, worth $21.4 Million. This represents 4.25% of its overall portfolio holdings.

Number of Shares
173,467
Previous 170,758 1.59%
Holding current value
$21.4 Million
Previous $18.2 Billion 11.4%
% of portfolio
4.25%
Previous 4.03%

Shares

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

Oct 16, 2024

BUY
$105.53 - $118.34 $285,880 - $320,583
2,709 Added 1.59%
173,467 $20.3 Billion
Q2 2024

Aug 07, 2024

BUY
$102.13 - $110.88 $473,270 - $513,817
4,634 Added 2.79%
170,758 $18.2 Billion
Q1 2024

Apr 16, 2024

BUY
$102.35 - $110.52 $1.26 Million - $1.36 Million
12,293 Added 7.99%
166,124 $18.4 Billion
Q4 2023

Jan 25, 2024

BUY
$87.61 - $110.11 $1.02 Million - $1.28 Million
11,651 Added 8.19%
153,831 $16.7 Billion
Q3 2023

Nov 01, 2023

BUY
$92.9 - $105.16 $1.21 Million - $1.37 Million
13,041 Added 10.1%
142,180 $13.4 Billion
Q2 2023

Aug 14, 2023

BUY
$91.14 - $99.81 $870,933 - $953,784
9,556 Added 7.99%
129,139 $12.9 Billion
Q1 2023

May 09, 2023

BUY
$92.27 - $107.68 $1.22 Million - $1.42 Million
13,198 Added 12.41%
119,583 $11.6 Billion
Q4 2022

Jan 17, 2023

BUY
$89.09 - $102.13 $9.48 Million - $10.9 Million
106,385 New
106,385 $10.1 Billion

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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