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

Westshore Wealth, LLC

  • $216 Million
  • Q4 2023

A detailed history of Westshore Wealth, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Westshore Wealth, LLC holds 2,215 shares of IJR stock, worth $254,946. This represents 0.11% of its overall portfolio holdings.

Number of Shares
2,215
Previous 2,215 -0.0%
Holding current value
$254,946
Previous $208,000 14.9%
% of portfolio
0.11%
Previous 0.12%

Shares

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

Feb 15, 2024
SELL
$92.9 - $105.16 $169,263 - $191,601
-1,822 Reduced 45.13%
2,215 $208,000
Q2 2023

Sep 05, 2023
SELL
$91.14 - $99.81 $105,722 - $115,779
-1,160 Reduced 22.32%
4,037 $402,000
Q1 2023

May 12, 2023
SELL
$92.27 - $107.68 $705,035 - $822,782
-7,641 Reduced 59.52%
5,197 $502,000
Q4 2022

Feb 14, 2023
BUY
$89.09 - $102.13 $1.14 Million - $1.31 Million
12,838 New
12,838 $1.21 Million
Q2 2022

Jul 15, 2022
BUY
$89.03 - $109.02 $192,482 - $235,701
2,162 New
2,162 $200,000

Others Institutions Holding IJR

# of Institutions
2,478
Shares Held
489M
Call Options Held
727K
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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