Serenus Wealth Advisors, LLC Ishares Core S&P Sm Cap ETF Transaction History

Serenus Wealth Advisors, LLC

  • $585 Billion
  • Q3 2025

A detailed history of Serenus Wealth Advisors, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Serenus Wealth Advisors, LLC holds 60,417 shares of IJR stock, worth $7.06 Million. This represents 1.23% of its overall portfolio holdings.

Number of Shares
60,417
Previous 63,857 5.39%
Holding current value
$7.06 Million
Previous $6.98 Billion 2.87%
% of portfolio
1.23%
Previous 1.18%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 07, 2025
SELL
$108.46 - $120.63 $373,102 - $414,967
-3,440 Reduced 5.39%
60,417 $7.18 Billion
Q2 2025

Aug 13, 2025
SELL
$90.56 - $109.49 $1.75 Million - $2.12 Million
-19,321 Reduced 23.23%
63,857 $6.98 Billion
Q1 2025

May 07, 2025
BUY
$102.49 - $119.96 $1.56 Million - $1.82 Million
15,196 Added 22.35%
83,178 $8.7 Billion
Q4 2024

Jan 28, 2025
BUY
$113.92 - $127.38 $7.74 Million - $8.66 Million
67,982 New
67,982 $7.83 Billion

Others Institutions Holding IJR

# of Institutions
2,887
Shares Held
537M
Call Options Held
490K
Put Options Held
348K
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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