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

Ashford Advisors, LLC

$400 Million
Q1 2025

A detailed history of Ashford Advisors, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Ashford Advisors, LLC holds 3,685 shares of IJR stock, worth $383,203. This represents 0.1% of its overall portfolio holdings.

Number of Shares

3,685

Holding current value

$383,203

% of portfolio

0.1%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 24, 2025	BUY	$102.49 - $119.96 $377,675 - $442,052	3,685 New	3,685 $385,000

Others Institutions Holding IJR

# of Institutions

2,812

Shares Held

547M

Call Options Held

533K

Put Options Held

388K

Northwestern Mutual Wealth Management CO

39.1M
Shares

$4.06 Billion
3.37% of portfolio
Bank Of America Corp Charlotte, NC

33M
Shares

$3.43 Billion
0.28% of portfolio
Morgan Stanley New York, NY

18.7M
Shares

$1.95 Billion
0.14% of portfolio
Envestnet Asset Management Inc

17.8M
Shares

$1.85 Billion
0.62% of portfolio
Wells Fargo & Company San Francisco, CA

17.1M
Shares

$1.78 Billion
0.42% of portfolio

View Full List

About ISHARES CORE S&P SM CAP ETF

Ticker IJR
Sector ETFs
Industry ETFs

More about IJR

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