Vista Private Wealth Partners. LLC Ishares Core S&P Sm Cap ETF Transaction History

Vista Private Wealth Partners. LLC

  • $256 Million
  • Q4 2024

A detailed history of Vista Private Wealth Partners. LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Vista Private Wealth Partners. LLC holds 565 shares of IJR stock, worth $67,370. This represents 0.03% of its overall portfolio holdings.

Number of Shares
565
Previous 640 11.72%
Holding current value
$67,370
Previous $74,000 12.16%
% of portfolio
0.03%
Previous 0.03%

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 03, 2025
SELL
$113.92 - $127.38 $8,544 - $9,553
-75 Reduced 11.72%
565 $65,000
Q3 2024

Dec 03, 2024
SELL
$105.53 - $118.34 $105 - $118
-1 Reduced 0.16%
640 $74,000
Q2 2024

Aug 05, 2024
BUY
$102.13 - $110.88 $65,465 - $71,074
641 New
641 $68,000
Q4 2023

Feb 13, 2024
BUY
$87.61 - $110.11 $38,723 - $48,668
442 Added 5.54%
8,414 $910,000
Q3 2023

Oct 10, 2023
SELL
$92.9 - $105.16 $2.44 Million - $2.76 Million
-26,239 Reduced 76.7%
7,972 $751,000
Q2 2023

Jul 17, 2023
SELL
$91.14 - $99.81 $95,514 - $104,600
-1,048 Reduced 2.97%
34,211 $3.41 Million
Q1 2023

May 09, 2023
BUY
$92.27 - $107.68 $101,312 - $118,232
1,098 Added 3.21%
35,259 $3.41 Million
Q4 2022

Jan 12, 2023
BUY
$89.09 - $102.13 $35,368 - $40,545
397 Added 1.18%
34,161 $0
Q3 2022

Oct 13, 2022
SELL
$87.04 - $106.5 $113,761 - $139,195
-1,307 Reduced 3.73%
33,764 $3.02 Million
Q2 2022

Jul 13, 2022
BUY
$89.03 - $109.02 $128,381 - $157,206
1,442 Added 4.29%
35,071 $3.26 Million
Q1 2022

Apr 13, 2022
BUY
$102.32 - $116.69 $47,374 - $54,027
463 Added 1.4%
33,629 $3.67 Million
Q4 2021

Jan 19, 2022
SELL
$108.26 - $120.32 $15,697 - $17,446
-145 Reduced 0.44%
33,166 $3.83 Million
Q3 2021

Oct 13, 2021
BUY
$104.62 - $113.69 $10,985 - $11,937
105 Added 0.32%
33,311 $3.64 Million
Q2 2021

Jul 14, 2021
SELL
$106.38 - $116.3 $915,825 - $1 Million
-8,609 Reduced 20.59%
33,206 $3.77 Million
Q1 2021

Apr 14, 2021
BUY
$91.04 - $115.01 $129,732 - $163,889
1,425 Added 3.53%
41,815 $2.94 Million
Q4 2020

Jan 20, 2021
SELL
$71.23 - $92.42 $101,502 - $131,698
-1,425 Reduced 3.41%
40,390 $3.68 Million
Q3 2020

Dec 22, 2020
SELL
$65.69 - $75.96 $41,778 - $48,310
-636 Reduced 1.5%
41,815 $2.94 Million
Q2 2020

Jul 15, 2020
BUY
$50.99 - $75.55 $181,116 - $268,353
3,552 Added 9.13%
42,451 $2.9 Million
Q1 2020

Apr 16, 2020
BUY
$49.11 - $85.52 $57,655 - $100,400
1,174 Added 3.11%
38,899 $2.04 Million
Q4 2019

Jan 08, 2020
BUY
$75.05 - $84.14 $47,881 - $53,681
638 Added 1.72%
37,725 $3.17 Million
Q3 2019

Oct 16, 2019
SELL
$73.61 - $80.67 $662 - $726
-9 Reduced 0.02%
37,087 $2.89 Million
Q2 2019

Aug 27, 2019
BUY
$73.17 - $81.37 $2.51 Million - $2.79 Million
34,324 Added 1238.24%
37,096 $2.81 Million
Q1 2019

Apr 18, 2019
BUY
$68.34 - $81.18 $189,438 - $225,030
2,772 New
2,772 $220,000

Others Institutions Holding IJR

# of Institutions
2,672
Shares Held
520M
Call Options Held
998K
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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