Kapstone Financial Advisors LLC Ishares Core S&P Sm Cap ETF Transaction History

Kapstone Financial Advisors LLC

  • $201 Billion
  • Q2 2025

A detailed history of Kapstone Financial Advisors LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Kapstone Financial Advisors LLC holds 2,085 shares of IJR stock, worth $238,252. This represents 0.11% of its overall portfolio holdings.

Number of Shares
2,085
Previous 2,085 -0.0%
Holding current value
$238,252
Previous $218 Million 4.51%
% of portfolio
0.11%
Previous 0.12%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 06, 2024
SELL
$105.53 - $118.34 $844 - $946
-8 Reduced 0.38%
2,085 $243 Million
Q4 2023

Feb 05, 2024
BUY
$87.61 - $110.11 $183,367 - $230,460
2,093 New
2,093 $222 Million
Q2 2023

Aug 08, 2023
SELL
$91.14 - $99.81 $1,093 - $1,197
-12 Reduced 0.57%
2,093 $219 Million
Q4 2022

Feb 15, 2023
BUY
$89.09 - $102.13 $187,534 - $214,983
2,105 New
2,105 $227 Million

Others Institutions Holding IJR

# of Institutions
2,835
Shares Held
564M
Call Options Held
554K
Put Options Held
325K
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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