Aspireon Wealth Advisors Ishares Core S&P Sm Cap ETF Transaction History

Aspireon Wealth Advisors

$183 Million
Q1 2023

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 $3.1 Million. This represents 1.37% of its overall portfolio holdings.

Number of Shares

26,078

Previous 30,295 13.92%

Holding current value

$3.1 Million

Previous $2.89 Million 12.7%

% of portfolio

1.37%

Previous 1.48%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

# of Institutions

2,829

Shares Held

564M

Call Options Held

554K

Put Options Held

325K

View Full List

About ISHARES CORE S&P SM CAP ETF

Ticker IJR
Sector ETFs
Industry ETFs

More about IJR

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Aspireon Wealth Advisors Ishares Core S&P Sm Cap ETF Transaction History