Wingate Wealth Advisors, Inc. Ishares Core S&P Sm Cap ETF Transaction History

Wingate Wealth Advisors, Inc.

  • $86.9 Billion
  • Q1 2025

A detailed history of Wingate Wealth Advisors, Inc. transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Wingate Wealth Advisors, Inc. holds 4,035 shares of IJR stock, worth $430,534. This represents 0.49% of its overall portfolio holdings.

Number of Shares
4,035
Previous 5,228 22.82%
Holding current value
$430,534
Previous $602 Million 29.95%
% of portfolio
0.49%
Previous 0.59%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 23, 2025
SELL
$102.49 - $119.96 $122,270 - $143,112
-1,193 Reduced 22.82%
4,035 $422 Million
Q4 2024

Jan 28, 2025
BUY
$113.92 - $127.38 $595,573 - $665,942
5,228 New
5,228 $602 Million

Others Institutions Holding IJR

# of Institutions
2,816
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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