A detailed history of Zullo Investment Group, Inc. transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Zullo Investment Group, Inc. holds 2,172 shares of IJR stock, worth $256,556. This represents 0.1% of its overall portfolio holdings.

Number of Shares
2,172
Previous 2,229 2.56%
Holding current value
$256,556
Previous $246,000 6.1%
% of portfolio
0.1%
Previous 0.12%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024

SELL
$102.13 - $110.88 $5,821 - $6,320
-57 Reduced 2.56%
2,172 $231,000
Q1 2024

Apr 24, 2024

BUY
$102.35 - $110.52 $1,432 - $1,547
14 Added 0.63%
2,229 $246,000
Q4 2023

Jan 19, 2024

SELL
$87.61 - $110.11 $26,721 - $33,583
-305 Reduced 12.1%
2,215 $239,000
Q3 2023

Oct 19, 2023

SELL
$92.9 - $105.16 $5,759 - $6,519
-62 Reduced 2.4%
2,520 $237,000
Q2 2023

Jul 19, 2023

BUY
$91.14 - $99.81 $91 - $99
1 Added 0.04%
2,582 $257,000
Q1 2023

Apr 25, 2023

SELL
$92.27 - $107.68 $55,177 - $64,392
-598 Reduced 18.81%
2,581 $249,000
Q4 2022

Feb 14, 2023

SELL
$89.09 - $102.13 $979 - $1,123
-11 Reduced 0.34%
3,179 $300,000
Q3 2022

Nov 08, 2022

SELL
$87.04 - $106.5 $4,352 - $5,325
-50 Reduced 1.54%
3,190 $278,000
Q2 2022

Aug 11, 2022

SELL
$89.03 - $109.02 $34,543 - $42,299
-388 Reduced 10.69%
3,240 $299,000
Q1 2022

May 16, 2022

SELL
$102.32 - $116.69 $409 - $466
-4 Reduced 0.11%
3,628 $391,000
Q4 2021

Feb 16, 2022

BUY
$108.26 - $120.32 $393,200 - $437,002
3,632 New
3,632 $416,000

Others Institutions Holding IJR

About ISHARES CORE S&P SM CAP ETF


  • Ticker IJR
  • Sector ETFs
  • Industry ETFs
More about IJR
Track This Portfolio

Track Zullo Investment Group, Inc. Portfolio

Follow Zullo Investment Group, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Zullo Investment Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Zullo Investment Group, Inc. with notifications on news.