Willow Creek Wealth Management Inc. Ishares Core S&P Sm Cap ETF Transaction History

Willow Creek Wealth Management Inc.

$782 Million
Q4 2023

A detailed history of Willow Creek Wealth Management Inc. transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Willow Creek Wealth Management Inc. holds 5,367 shares of IJR stock, worth $670,284. This represents 0.07% of its overall portfolio holdings.

Number of Shares

5,367

Previous 5,367 -0.0%

Holding current value

$670,284

Previous $506,000 14.62%

% of portfolio

0.07%

Previous 0.08%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 Apr 24, 2023	SELL	$92.27 - $107.68 $22,052 - $25,735	-239 Reduced 4.26%	5,367 $518,000
Q4 2022 Mar 01, 2023	BUY	$89.09 - $102.13 $24,232 - $27,779	272 Added 5.1%	5,606 $531,000
Q1 2022 May 02, 2022	SELL	$102.32 - $116.69 $20,054 - $22,871	-196 Reduced 3.54%	5,334 $575,000
Q2 2021 Nov 16, 2021	SELL	$106.38 - $116.3 $28,722 - $31,401	-270 Reduced 4.66%	5,530 $625,000
Q1 2021 May 17, 2021	SELL	$91.04 - $115.01 $156,770 - $198,047	-1,722 Reduced 22.89%	5,800 $629,000
Q4 2020 Feb 23, 2021	BUY	$71.23 - $92.42 $12,821 - $16,635	180 Added 2.45%	7,522 $691,000
Q3 2020 Nov 12, 2020	BUY	$65.69 - $75.96 $482,295 - $557,698	7,342 New	7,342 $516,000

Others Institutions Holding IJR

# of Institutions

2,566

Shares Held

500M

Call Options Held

1.04M

Put Options Held

671K

View Full List

About ISHARES CORE S&P SM CAP ETF

Ticker IJR
Sector ETFs
Industry ETFs

More about IJR

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Willow Creek Wealth Management Inc. Ishares Core S&P Sm Cap ETF Transaction History