American Institute For Advanced Investment Management, LLP Ishares Core S&P Sm Cap ETF Transaction History

American Institute For Advanced Investment Management, LLP

$144 Million
Q2 2025

A detailed history of American Institute For Advanced Investment Management, LLP transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, American Institute For Advanced Investment Management, LLP holds 5,775 shares of IJR stock, worth $680,237. This represents 0.44% of its overall portfolio holdings.

Number of Shares

5,775

Previous 6,410 9.91%

Holding current value

$680,237

Previous $670,000 5.82%

% of portfolio

0.44%

Previous 0.5%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 05, 2025	SELL	$90.56 - $109.49 $57,505 - $69,526	-635 Reduced 9.91%	5,775 $631,000
Q1 2025 Apr 16, 2025	BUY	$102.49 - $119.96 $49,707 - $58,180	485 Added 8.19%	6,410 $670,000
Q3 2024 Oct 22, 2024	BUY	$105.53 - $118.34 $55,825 - $62,601	529 Added 9.8%	5,925 $692,000
Q2 2024 Jul 23, 2024	SELL	$102.13 - $110.88 $9,600 - $10,422	-94 Reduced 1.71%	5,396 $575,000
Q1 2024 Apr 22, 2024	BUY	$102.35 - $110.52 $166,932 - $180,258	1,631 Added 42.26%	5,490 $606,000
Q4 2023 Jan 23, 2024	BUY	$87.61 - $110.11 $33,116 - $41,621	378 Added 10.86%	3,859 $417,000
Q3 2023 Oct 31, 2023	BUY	$92.9 - $105.16 $2,694 - $3,049	29 Added 0.84%	3,481 $328,000
Q1 2023 Apr 28, 2023	SELL	$92.27 - $107.68 $13,840 - $16,152	-150 Reduced 4.16%	3,452 $333,000
Q2 2022 Jul 21, 2022	SELL	$89.03 - $109.02 $25,818 - $31,615	-290 Reduced 7.45%	3,602 $333,000
Q1 2022 Apr 20, 2022	SELL	$102.32 - $116.69 $50,955 - $58,111	-498 Reduced 11.34%	3,892 $420,000
Q3 2021 Oct 19, 2021	SELL	$104.62 - $113.69 $84,532 - $91,861	-808 Reduced 15.54%	4,390 $479,000
Q2 2021 Jul 20, 2021	BUY	$106.38 - $116.3 $159,463 - $174,333	1,499 Added 40.52%	5,198 $587,000
Q1 2021 May 18, 2021	BUY	$91.04 - $115.01 $1,274 - $1,610	14 Added 0.38%	3,699 $401,000
Q4 2020 Jan 28, 2021	BUY	$71.23 - $92.42 $262,482 - $340,567	3,685 New	3,685 $339,000

Others Institutions Holding IJR

# of Institutions

2,844

Shares Held

545M

Call Options Held

554K

Put Options Held

325K

View Full List

About ISHARES CORE S&P SM CAP ETF

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American Institute For Advanced Investment Management, LLP Ishares Core S&P Sm Cap ETF Transaction History