4 J Wealth Management LLC Ishares Core S&P Sm Cap ETF Transaction History

4 J Wealth Management LLC

  • $109 Million
  • Q2 2025

A detailed history of 4 J Wealth Management LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, 4 J Wealth Management LLC holds 1,945 shares of IJR stock, worth $229,101. This represents 0.19% of its overall portfolio holdings.

Number of Shares
1,945
Previous 2,285 14.88%
Holding current value
$229,101
Previous $238,000 10.92%
% of portfolio
0.19%
Previous 0.23%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 04, 2025
SELL
$90.56 - $109.49 $30,790 - $37,226
-340 Reduced 14.88%
1,945 $212,000
Q1 2025

Apr 28, 2025
SELL
$102.49 - $119.96 $8,404 - $9,836
-82 Reduced 3.46%
2,285 $238,000
Q4 2024

Jan 23, 2025
BUY
$113.92 - $127.38 $5,240 - $5,859
46 Added 1.98%
2,367 $272,000
Q3 2024

Oct 31, 2024
SELL
$105.53 - $118.34 $949 - $1,065
-9 Reduced 0.39%
2,321 $271,000
Q2 2024

Jul 17, 2024
SELL
$102.13 - $110.88 $4,697 - $5,100
-46 Reduced 1.94%
2,330 $248,000
Q1 2024

Apr 22, 2024
SELL
$102.35 - $110.52 $39,711 - $42,881
-388 Reduced 14.04%
2,376 $262,000
Q4 2023

Jan 22, 2024
SELL
$87.61 - $110.11 $1.09 Million - $1.37 Million
-12,482 Reduced 81.87%
2,764 $299,000
Q3 2023

Oct 24, 2023
BUY
$92.9 - $105.16 $42,455 - $48,058
457 Added 3.09%
15,246 $1.44 Million
Q2 2023

Jul 14, 2023
BUY
$91.14 - $99.81 $31,534 - $34,534
346 Added 2.4%
14,789 $1.47 Million
Q1 2023

Apr 21, 2023
BUY
$92.27 - $107.68 $91,531 - $106,818
992 Added 7.37%
14,443 $1.4 Million
Q4 2022

Jan 17, 2023
BUY
$89.09 - $102.13 $17,728 - $20,323
199 Added 1.5%
13,451 $0
Q3 2022

Oct 27, 2022
BUY
$87.04 - $106.5 $1.15 Million - $1.41 Million
13,252 New
13,252 $1.16 Million
Q2 2022

Aug 01, 2022
SELL
$89.03 - $109.02 $1.37 Million - $1.68 Million
-15,415 Closed
0 $0
Q1 2022

Apr 28, 2022
BUY
$102.32 - $116.69 $22,817 - $26,021
223 Added 1.47%
15,415 $1.66 Million
Q4 2021

Jan 20, 2022
BUY
$108.26 - $120.32 $160,874 - $178,795
1,486 Added 10.84%
15,192 $1.74 Million
Q3 2021

Oct 19, 2021
BUY
$104.62 - $113.69 $36,303 - $39,450
347 Added 2.6%
13,706 $1.5 Million
Q2 2021

Jul 13, 2021
BUY
$106.38 - $116.3 $22,978 - $25,120
216 Added 1.64%
13,359 $1.51 Million
Q1 2021

Apr 13, 2021
SELL
$91.04 - $115.01 $67,824 - $85,682
-745 Reduced 5.36%
13,143 $1.43 Million
Q4 2020

Jan 15, 2021
BUY
$71.23 - $92.42 $989,242 - $1.28 Million
13,888 New
13,888 $1.28 Million

Others Institutions Holding IJR

# of Institutions
2,839
Shares Held
545M
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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