Wealth Management Solutions, LLC Ishares Core S&P Sm Cap ETF Transaction History

Wealth Management Solutions, LLC

  • $145 Million
  • Q3 2023

A detailed history of Wealth Management Solutions, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Wealth Management Solutions, LLC holds 17,182 shares of IJR stock, worth $1.82 Million. This represents 1.12% of its overall portfolio holdings.

Number of Shares
17,182
Previous 17,526 1.96%
Holding current value
$1.82 Million
Previous $1.75 Million 7.22%
% of portfolio
1.12%
Previous 1.15%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Oct 25, 2023
SELL
$92.9 - $105.16 $31,957 - $36,175
-344 Reduced 1.96%
17,182 $1.62 Million
Q2 2023

Aug 03, 2023
SELL
$91.14 - $99.81 $632,147 - $692,282
-6,936 Reduced 28.35%
17,526 $1.75 Million
Q1 2023

May 05, 2023
SELL
$92.27 - $107.68 $172,637 - $201,469
-1,871 Reduced 7.11%
24,462 $2.37 Million
Q4 2022

Feb 09, 2023
BUY
$89.09 - $102.13 $22,539 - $25,838
253 Added 0.97%
26,333 $2.49 Million
Q3 2022

Nov 07, 2022
SELL
$87.04 - $106.5 $86,865 - $106,287
-998 Reduced 3.69%
26,080 $2.27 Million
Q2 2022

Aug 01, 2022
SELL
$89.03 - $109.02 $153,843 - $188,386
-1,728 Reduced 6.0%
27,078 $2.5 Million
Q1 2022

May 06, 2022
SELL
$102.32 - $116.69 $1.09 Million - $1.24 Million
-10,641 Reduced 26.98%
28,806 $3.11 Million
Q4 2021

Feb 03, 2022
BUY
$108.26 - $120.32 $4.27 Million - $4.75 Million
39,447 New
39,447 $4.52 Million

Others Institutions Holding IJR

# of Institutions
2,820
Shares Held
548M
Call Options Held
533K
Put Options Held
389K
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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