A detailed history of Aspireon Wealth Advisors transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Aspireon Wealth Advisors holds 26,078 shares of IJR stock, worth $3.04 Million. This represents 1.37% of its overall portfolio holdings.

Number of Shares
26,078
Previous 30,295 13.92%
Holding current value
$3.04 Million
Previous $2.89 Million 12.7%
% of portfolio
1.37%
Previous 1.48%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

May 22, 2023

SELL
$92.27 - $107.68 $389,102 - $454,086
-4,217 Reduced 13.92%
26,078 $2.52 Million
Q4 2022

Feb 08, 2023

SELL
$89.09 - $102.13 $85,348 - $97,840
-958 Reduced 3.07%
30,295 $2.89 Million
Q3 2022

Nov 18, 2022

SELL
$87.04 - $106.5 $25.8 Million - $31.6 Million
-296,487 Reduced 90.46%
31,253 $2.73 Million
Q3 2022

Nov 15, 2022

BUY
$87.04 - $106.5 $25.8 Million - $31.6 Million
296,633 Added 953.59%
327,740 $33.6 Million
Q2 2022

Jul 29, 2022

SELL
$89.03 - $109.02 $294,244 - $360,311
-3,305 Reduced 9.6%
31,107 $2.88 Million
Q1 2022

May 11, 2022

BUY
$102.32 - $116.69 $874,733 - $997,582
8,549 Added 33.05%
34,412 $3.71 Million
Q4 2021

Feb 15, 2022

BUY
$108.26 - $120.32 $673,701 - $748,751
6,223 Added 31.69%
25,863 $2.95 Million
Q3 2021

Nov 15, 2021

SELL
$104.62 - $113.69 $1.65 Million - $1.79 Million
-15,751 Reduced 44.51%
19,640 $2.15 Million
Q2 2021

Aug 16, 2021

SELL
$106.38 - $116.3 $277,545 - $303,426
-2,609 Reduced 6.87%
35,391 $3.99 Million
Q4 2020

Feb 23, 2021

BUY
$71.23 - $92.42 $2.71 Million - $3.51 Million
38,000 New
38,000 $3.48 Million

Others Institutions Holding IJR

About ISHARES CORE S&P SM CAP ETF


  • Ticker IJR
  • Sector ETFs
  • Industry ETFs
More about IJR
Track This Portfolio

Track Aspireon Wealth Advisors Portfolio

Follow Aspireon Wealth Advisors and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Aspireon Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Aspireon Wealth Advisors with notifications on news.