Wealth Advisors, Inc. Ishares Core S&P Sm Cap ETF Transaction History

Wealth Advisors, Inc.

$223 Million
Q3 2023

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 $786,731. This represents 0.32% of its overall portfolio holdings.

Number of Shares

7,564

Previous 7,564 -0.0%

Holding current value

$786,731

Previous $753,000 5.31%

% of portfolio

0.32%

Previous 0.32%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

# of Institutions

2,833

Shares Held

538M

Call Options Held

877K

Put Options Held

272K

View Full List

About ISHARES CORE S&P SM CAP ETF

Ticker IJR
Sector ETFs
Industry ETFs

More about IJR

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Wealth Advisors, Inc. with notifications on news.

Account

Wealth Advisors, Inc. Ishares Core S&P Sm Cap ETF Transaction History