A detailed history of Wealth Care Investment Partners, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Wealth Care Investment Partners, LLC holds 23,445 shares of IJR stock, worth $2.49 Million. This represents 1.31% of its overall portfolio holdings.

Number of Shares
23,445
Previous 22,002 6.56%
Holding current value
$2.49 Million
Previous $2.38 Million 8.82%
% of portfolio
1.31%
Previous 1.3%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 15, 2024

BUY
$102.35 - $110.52 $147,691 - $159,480
1,443 Added 6.56%
23,445 $2.59 Million
Q4 2023

Jan 18, 2024

BUY
$87.61 - $110.11 $73,855 - $92,822
843 Added 3.98%
22,002 $2.38 Million
Q3 2023

Oct 10, 2023

BUY
$92.9 - $105.16 $104,791 - $118,620
1,128 Added 5.63%
21,159 $2 Million
Q2 2023

Jul 13, 2023

BUY
$91.14 - $99.81 $45,296 - $49,605
497 Added 2.54%
20,031 $2 Million
Q1 2023

Apr 10, 2023

BUY
$92.27 - $107.68 $245,345 - $286,321
2,659 Added 15.76%
19,534 $1.89 Million
Q4 2022

Jan 19, 2023

BUY
$93.02 - $102.13 $34,603 - $37,992
372 Added 2.25%
16,875 $0
Q3 2022

Oct 17, 2022

BUY
$88.85 - $106.5 $85,473 - $102,453
962 Added 6.19%
16,503 $1.44 Million
Q2 2022

Jul 18, 2022

BUY
$89.03 - $109.02 $375,973 - $460,391
4,223 Added 37.31%
15,541 $1.44 Million
Q1 2022

Apr 14, 2022

BUY
$102.32 - $116.69 $203,105 - $231,629
1,985 Added 21.27%
11,318 $1.2 Million
Q4 2021

Feb 07, 2022

BUY
$108.26 - $120.32 $1.01 Million - $1.12 Million
9,333 New
9,333 $1.07 Million

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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