Atticus Wealth Management, LLC Ishares Core S&P Sm Cap ETF Transaction History

Atticus Wealth Management, LLC

$343 Million
Q2 2025

A detailed history of Atticus Wealth Management, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Atticus Wealth Management, LLC holds 25,970 shares of IJR stock, worth $3.07 Million. This represents 0.83% of its overall portfolio holdings.

Number of Shares

25,970

Previous 23,034 12.75%

Holding current value

$3.07 Million

Previous $2.41 Million 17.86%

% of portfolio

0.83%

Previous 0.86%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 10, 2025	BUY	$90.56 - $109.49 $265,884 - $321,462	2,936 Added 12.75%	25,970 $2.84 Million
Q1 2025 Apr 22, 2025	BUY	$102.49 - $119.96 $2.36 Million - $2.76 Million	23,029 Added 460580.0%	23,034 $2.41 Million
Q3 2024 Oct 15, 2024	SELL	$105.53 - $118.34 $1,160 - $1,301	-11 Reduced 68.75%	5 $0
Q2 2024 Jul 17, 2024	SELL	$102.13 - $110.88 $12,255 - $13,305	-120 Reduced 88.24%	16 $1,000
Q1 2024 Apr 17, 2024	SELL	$102.35 - $110.52 $1,023 - $1,105	-10 Reduced 6.85%	136 $15,000
Q4 2023 Jan 17, 2024	SELL	$87.61 - $110.11 $438 - $550	-5 Reduced 3.31%	146 $15,000
Q3 2023 Nov 15, 2023	BUY	$92.9 - $105.16 $10,497 - $11,883	113 Added 297.37%	151 $14,000
Q2 2023 Jul 20, 2023	SELL	$91.14 - $99.81 $4,557 - $4,990	-50 Reduced 56.82%	38 $3,000
Q1 2023 Apr 17, 2023	SELL	$92.27 - $107.68 $19,653 - $22,935	-213 Reduced 70.76%	88 $8,000
Q4 2022 Jan 31, 2023	SELL	$89.09 - $102.13 $1,870 - $2,144	-21 Reduced 6.52%	301 $28,000
Q1 2022 Apr 15, 2022	BUY	$102.32 - $116.69 $9,004 - $10,268	88 Added 37.61%	322 $35,000
Q3 2021 Oct 18, 2021	SELL	$104.62 - $113.69 $22,702 - $24,670	-217 Reduced 48.12%	234 $26,000
Q2 2021 Jul 21, 2021	BUY	$106.38 - $116.3 $106 - $116	1 Added 0.22%	451 $51,000
Q1 2021 Apr 15, 2021	SELL	$91.04 - $115.01 $2,093 - $2,645	-23 Reduced 4.86%	450 $49,000
Q4 2020 Jan 20, 2021	BUY	$71.23 - $92.42 $18,306 - $23,751	257 Added 118.98%	473 $44,000
Q3 2020 Oct 21, 2020	BUY	$65.69 - $75.96 $65 - $75	1 Added 0.47%	216 $15,000
Q2 2020 Jul 15, 2020	BUY	$50.99 - $75.55 $101 - $151	2 Added 0.94%	215 $15,000
Q4 2019 Feb 03, 2020	BUY	$75.05 - $84.14 $15,985 - $17,921	213 New	213 $18,000

Others Institutions Holding IJR

# of Institutions

2,831

Shares Held

565M

Call Options Held

554K

Put Options Held

325K

View Full List

About ISHARES CORE S&P SM CAP ETF

Ticker IJR
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Atticus Wealth Management, LLC Ishares Core S&P Sm Cap ETF Transaction History