Moss Adams Wealth Advisors LLC Ishares Core S&P Sm Cap ETF Transaction History

Moss Adams Wealth Advisors LLC

$725 Billion
Q2 2024

A detailed history of Moss Adams Wealth Advisors LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Moss Adams Wealth Advisors LLC holds 747,919 shares of IJR stock, worth $87.2 Million. This represents 11.01% of its overall portfolio holdings.

Number of Shares

747,919

Previous 702,712 6.43%

Holding current value

$87.2 Million

Previous $77.7 Billion 2.72%

% of portfolio

11.01%

Previous 12.48%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 23, 2024	BUY	$102.13 - $110.88 $4.62 Million - $5.01 Million	45,207 Added 6.43%	747,919 $79.8 Billion
Q1 2024 May 07, 2024	BUY	$102.35 - $110.52 $13.6 Million - $14.7 Million	133,015 Added 23.35%	702,712 $77.7 Billion
Q4 2023 Feb 06, 2024	BUY	$87.61 - $110.11 $1.11 Million - $1.4 Million	12,707 Added 2.28%	569,697 $61.7 Billion
Q3 2023 Dec 20, 2023	BUY	$92.9 - $105.16 $2.23 Million - $2.52 Million	23,983 Added 4.5%	556,990 $52.7 Billion
Q2 2023 Dec 20, 2023	SELL	$91.14 - $99.81 $514,120 - $563,028	-5,641 Reduced 1.05%	533,007 $53.1 Billion
Q1 2023 Dec 20, 2023	BUY	$92.27 - $107.68 $11.6 Million - $13.5 Million	125,788 Added 30.47%	538,648 $52.1 Billion
Q4 2022 Dec 20, 2023	BUY	$89.09 - $102.13 $36.8 Million - $42.2 Million	412,860 New	412,860 $39.1 Billion

Others Institutions Holding IJR

# of Institutions

2,477

Shares Held

489M

Call Options Held

727K

Put Options Held

97.4K

View Full List

About ISHARES CORE S&P SM CAP ETF

Ticker IJR
Sector ETFs
Industry ETFs

More about IJR

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Moss Adams Wealth Advisors LLC Ishares Core S&P Sm Cap ETF Transaction History