Archetype Wealth Partners Ishares Core S&P Sm Cap ETF Transaction History

Archetype Wealth Partners

  • $681 Million
  • Q1 2025

A detailed history of Archetype Wealth Partners transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Archetype Wealth Partners holds 127,048 shares of IJR stock, worth $13.4 Million. This represents 1.95% of its overall portfolio holdings.

Number of Shares
127,048
Previous 123,751 2.66%
Holding current value
$13.4 Million
Previous $14.3 Million 6.83%
% of portfolio
1.95%
Previous 2.08%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 14, 2025
BUY
$102.49 - $119.96 $337,909 - $395,508
3,297 Added 2.66%
127,048 $13.3 Million
Q4 2024

Feb 14, 2025
BUY
$113.92 - $127.38 $255,180 - $285,331
2,240 Added 1.84%
123,751 $14.3 Million
Q3 2024

Nov 14, 2024
BUY
$105.53 - $118.34 $576,932 - $646,964
5,467 Added 4.71%
121,511 $14.2 Million
Q2 2024

Aug 15, 2024
BUY
$102.13 - $110.88 $1.81 Million - $1.96 Million
17,677 Added 17.97%
116,044 $12.4 Million
Q1 2024

May 14, 2024
BUY
$102.35 - $110.52 $518,402 - $559,783
5,065 Added 5.43%
98,367 $10.9 Million
Q4 2023

Feb 14, 2024
BUY
$87.61 - $110.11 $2.96 Million - $3.73 Million
33,830 Added 56.88%
93,302 $10.1 Million
Q3 2023

Nov 13, 2023
BUY
$92.9 - $105.16 $156,443 - $177,089
1,684 Added 2.91%
59,472 $5.61 Million
Q2 2023

Aug 14, 2023
BUY
$91.14 - $99.81 $1.84 Million - $2.01 Million
20,135 Added 53.48%
57,788 $5.76 Million
Q1 2023

May 10, 2023
BUY
$92.27 - $107.68 $1.58 Million - $1.85 Million
17,139 Added 83.55%
37,653 $3.64 Million
Q4 2022

Feb 14, 2023
BUY
$89.09 - $102.13 $1.27 Million - $1.45 Million
14,207 Added 225.26%
20,514 $1.94 Million
Q3 2022

Nov 14, 2022
BUY
$87.04 - $106.5 $283,141 - $346,444
3,253 Added 106.52%
6,307 $550,000
Q2 2022

Aug 15, 2022
BUY
$89.03 - $109.02 $271,897 - $332,947
3,054 New
3,054 $282,000

Others Institutions Holding IJR

# of Institutions
2,814
Shares Held
548M
Call Options Held
533K
Put Options Held
389K
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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