Wiser Wealth Management, Inc Ishares Core S&P Sm Cap ETF Transaction History

Wiser Wealth Management, Inc

$348 Million
Q3 2024

A detailed history of Wiser Wealth Management, Inc transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Wiser Wealth Management, Inc holds 21,875 shares of IJR stock, worth $2.53 Million. This represents 0.74% of its overall portfolio holdings.

Number of Shares

21,875

Previous 21,464 1.91%

Holding current value

$2.53 Million

Previous $2.29 Million 11.75%

% of portfolio

0.74%

Previous 0.71%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 03, 2024	BUY	$105.53 - $118.34 $43,372 - $48,637	411 Added 1.91%	21,875 $2.56 Million
Q2 2024 Jul 22, 2024	BUY	$102.13 - $110.88 $60,358 - $65,530	591 Added 2.83%	21,464 $2.29 Million
Q1 2024 Apr 19, 2024	SELL	$102.35 - $110.52 $22,414 - $24,203	-219 Reduced 1.04%	20,873 $2.31 Million
Q4 2023 Jan 05, 2024	SELL	$87.61 - $110.11 $610,378 - $767,136	-6,967 Reduced 24.83%	21,092 $2.28 Million
Q3 2023 Oct 19, 2023	BUY	$92.9 - $105.16 $75,527 - $85,495	813 Added 2.98%	28,059 $2.65 Million
Q2 2023 Aug 01, 2023	BUY	$91.14 - $99.81 $44,294 - $48,507	486 Added 1.82%	27,246 $2.72 Million
Q1 2023 May 05, 2023	SELL	$92.27 - $107.68 $201,979 - $235,711	-2,189 Reduced 7.56%	26,760 $2.59 Million
Q4 2022 Feb 03, 2023	BUY	$89.09 - $102.13 $594,408 - $681,411	6,672 Added 29.95%	28,949 $2.74 Million
Q3 2022 Oct 11, 2022	SELL	$87.04 - $106.5 $9,226 - $11,289	-106 Reduced 0.47%	22,277 $1.94 Million
Q2 2022 Jul 14, 2022	SELL	$89.03 - $109.02 $9.28 Million - $11.4 Million	-104,188 Reduced 82.32%	22,383 $2.07 Million
Q1 2022 May 11, 2022	BUY	$102.32 - $116.69 $1.45 Million - $1.65 Million	14,140 Added 12.58%	126,571 $13.7 Million
Q4 2021 Jan 27, 2022	BUY	$108.26 - $120.32 $580,057 - $644,674	5,358 Added 5.0%	112,431 $12.9 Million
Q3 2021 Oct 13, 2021	BUY	$104.62 - $113.69 $1.49 Million - $1.62 Million	14,228 Added 15.32%	107,073 $11.7 Million
Q2 2021 Aug 04, 2021	BUY	$106.38 - $116.3 $753,276 - $823,520	7,081 Added 8.26%	92,845 $10.5 Million
Q1 2021 Apr 14, 2021	SELL	$91.04 - $115.01 $1.33 Million - $1.68 Million	-14,568 Reduced 14.52%	85,764 $9.31 Million
Q4 2020 Feb 09, 2021	BUY	$71.23 - $92.42 $7.15 Million - $9.27 Million	100,332 New	100,332 $9.22 Million

Others Institutions Holding IJR

# of Institutions

2,569

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

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Wiser Wealth Management, Inc Ishares Core S&P Sm Cap ETF Transaction History