A detailed history of United Asset Strategies, Inc. transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, United Asset Strategies, Inc. holds 2,304 shares of IJR stock, worth $265,167. This represents 0.03% of its overall portfolio holdings.

Number of Shares
2,304
Previous 1,996 15.43%
Holding current value
$265,167
Previous $212,000 26.89%
% of portfolio
0.03%
Previous 0.02%

Shares

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

Oct 28, 2024

BUY
$105.53 - $118.34 $32,503 - $36,448
308 Added 15.43%
2,304 $269,000
Q2 2024

Aug 01, 2024

BUY
$102.13 - $110.88 $203,851 - $221,316
1,996 New
1,996 $212,000
Q4 2023

Jan 30, 2024

BUY
$87.61 - $110.11 $183,367 - $230,460
2,093 New
2,093 $226,000
Q4 2018

Feb 11, 2019

SELL
$65.14 - $85.94 $164,217 - $216,654
-2,521 Closed
0 $0
Q3 2018

Nov 07, 2018

BUY
$84.33 - $90.31 $212,595 - $227,671
2,521 New
2,521 $220,000

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 United Asset Strategies, Inc. Portfolio

Follow United Asset Strategies, Inc. 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 United Asset Strategies, Inc., based on Form 13F filings with the SEC.

News

Stay updated on United Asset Strategies, Inc. with notifications on news.