Wealth Effects LLC Ishares Core S&P Sm Cap ETF Transaction History

Wealth Effects LLC

  • $255 Million
  • Q3 2024

A detailed history of Wealth Effects LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Wealth Effects LLC holds 6,648 shares of IJR stock, worth $826,014. This represents 0.31% of its overall portfolio holdings.

Number of Shares
6,648
Previous 6,348 4.73%
Holding current value
$826,014
Previous $677,000 14.77%
% of portfolio
0.31%
Previous 0.28%

Shares

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

Oct 21, 2024
BUY
$105.53 - $118.34 $31,659 - $35,502
300 Added 4.73%
6,648 $777,000
Q2 2024

Aug 02, 2024
SELL
$102.13 - $110.88 $63,422 - $68,856
-621 Reduced 8.91%
6,348 $677,000
Q1 2024

Apr 22, 2024
SELL
$102.35 - $110.52 $133,669 - $144,339
-1,306 Reduced 15.78%
6,969 $770,000
Q4 2023

Jan 29, 2024
BUY
$87.61 - $110.11 $133,955 - $168,358
1,529 Added 22.67%
8,275 $895,000
Q2 2023

Jul 18, 2023
SELL
$91.14 - $99.81 $1,093 - $1,197
-12 Reduced 0.18%
6,746 $672,000
Q1 2023

May 04, 2023
SELL
$92.27 - $107.68 $73,631 - $85,928
-798 Reduced 10.56%
6,758 $653,000
Q4 2022

Feb 02, 2023
BUY
$89.09 - $102.13 $673,164 - $771,694
7,556 New
7,556 $715,000

Others Institutions Holding IJR

# of Institutions
2,538
Shares Held
496M
Call Options Held
771K
Put Options Held
97.4K
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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