Abound Wealth Management Ishares Core S&P Sm Cap ETF Transaction History

Abound Wealth Management

$300 Billion
Q1 2025

A detailed history of Abound Wealth Management transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Abound Wealth Management holds 374,191 shares of IJR stock, worth $37.5 Million. This represents 13.06% of its overall portfolio holdings.

Number of Shares

374,191

Previous 350,813 6.66%

Holding current value

$37.5 Million

Previous $40.4 Billion 3.2%

% of portfolio

13.06%

Previous 12.97%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 17, 2025	BUY	$102.49 - $119.96 $2.4 Million - $2.8 Million	23,378 Added 6.66%	374,191 $39.1 Billion
Q4 2024 Jan 13, 2025	BUY	$113.92 - $127.38 $1.94 Million - $2.17 Million	17,064 Added 5.11%	350,813 $40.4 Billion
Q3 2024 Nov 04, 2024	BUY	$105.53 - $118.34 $1.82 Million - $2.04 Million	17,248 Added 5.45%	333,749 $39 Billion
Q2 2024 Aug 09, 2024	BUY	$102.13 - $110.88 $2.01 Million - $2.18 Million	19,645 Added 6.62%	316,501 $33.8 Billion
Q1 2024 Aug 08, 2024	BUY	$102.35 - $110.52 $1.65 Million - $1.78 Million	16,111 Added 5.74%	296,856 $32.8 Billion
Q4 2023 Aug 08, 2024	BUY	$87.61 - $110.11 $3.44 Million - $4.32 Million	39,212 Added 16.23%	280,745 $30.4 Billion
Q3 2023 Aug 08, 2024	BUY	$92.9 - $105.16 $606,544 - $686,589	6,529 Added 2.78%	241,533 $22.8 Billion
Q2 2023 Aug 08, 2024	BUY	$91.14 - $99.81 $2.5 Million - $2.74 Million	27,413 Added 13.21%	235,004 $23.4 Billion
Q1 2023 Aug 07, 2024	BUY	$92.27 - $107.68 $19.2 Million - $22.4 Million	207,591 New	207,591 $20.1 Billion
Q4 2022 Aug 07, 2024	BUY	$89.09 - $102.13 $1.13 Million - $1.29 Million	12,670 Added 7.04%	192,723 $18.2 Billion
Q3 2022 Aug 07, 2024	SELL	$87.04 - $106.5 $2.4 Million - $2.93 Million	-27,538 Reduced 13.27%	180,053 $15.7 Billion
Q2 2022 Aug 12, 2024	SELL	$89.03 - $109.02 $12.7 Million - $15.6 Million	-142,913 Reduced 45.15%	173,588 $16 Billion
Q1 2022 Aug 12, 2024	BUY	$102.32 - $116.69 $748,266 - $853,353	7,313 Added 4.48%	170,713 $18.4 Billion
Q4 2021 Aug 12, 2024	SELL	$108.26 - $120.32 $16.6 Million - $18.4 Million	-153,101 Reduced 48.37%	163,400 $18.7 Billion

Others Institutions Holding IJR

# of Institutions

2,810

Shares Held

535M

Call Options Held

877K

Put Options Held

272K

View Full List

About ISHARES CORE S&P SM CAP ETF

Ticker IJR
Sector ETFs
Industry ETFs

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Abound Wealth Management Ishares Core S&P Sm Cap ETF Transaction History