A detailed history of Wealth Advisors, Inc. transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Wealth Advisors, Inc. holds 7,564 shares of IJR stock, worth $955,106. This represents 0.32% of its overall portfolio holdings.

Number of Shares
7,564
Previous 7,564 -0.0%
Holding current value
$955,106
Previous $753,000 5.31%
% of portfolio
0.32%
Previous 0.32%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Jul 17, 2023

SELL
$91.14 - $99.81 $455 - $499
-5 Reduced 0.07%
7,564 $753,000
Q1 2023

May 05, 2023

BUY
$92.27 - $107.68 $461 - $538
5 Added 0.07%
7,569 $731,000
Q4 2021

Jan 24, 2022

SELL
$108.26 - $120.32 $8,660 - $9,625
-80 Reduced 1.05%
7,564 $866,000
Q3 2020

Oct 19, 2020

SELL
$65.69 - $75.96 $10,707 - $12,381
-163 Reduced 2.09%
7,644 $578,000
Q2 2020

Jul 13, 2020

SELL
$50.99 - $75.55 $1,631 - $2,417
-32 Reduced 0.41%
7,807 $533,000
Q1 2020

Apr 17, 2020

BUY
$49.11 - $85.52 $9,576 - $16,676
195 Added 2.55%
7,839 $445,000
Q4 2019

Mar 16, 2020

BUY
$75.05 - $84.14 $573,682 - $643,166
7,644 New
7,644 $636,000

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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