Zullo Investment Group, Inc. Ishares Core S&P Sm Cap ETF Transaction History

Zullo Investment Group, Inc.

$232 Million
Q1 2025

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 2,042 shares of IJR stock, worth $217,738. This represents 0.09% of its overall portfolio holdings.

Number of Shares

2,042

Previous 2,098 2.67%

Holding current value

$217,738

Previous $241,000 11.62%

% of portfolio

0.09%

Previous 0.1%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 01, 2025	SELL	$102.49 - $119.96 $5,739 - $6,717	-56 Reduced 2.67%	2,042 $213,000
Q4 2024 Feb 03, 2025	SELL	$113.92 - $127.38 $8,430 - $9,426	-74 Reduced 3.41%	2,098 $241,000
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

# of Institutions

2,812

Shares Held

547M

Call Options Held

533K

Put Options Held

388K

View Full List

About ISHARES CORE S&P SM CAP ETF

Ticker IJR
Sector ETFs
Industry ETFs

More about IJR

Track This Portfolio

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.

Account

Zullo Investment Group, Inc. Ishares Core S&P Sm Cap ETF Transaction History