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

Atticus Wealth Management, LLC

  • $364 Million
  • Q3 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 26,702 shares of IJR stock, worth $3.12 Million. This represents 0.87% of its overall portfolio holdings.

Number of Shares
26,702
Previous 25,970 2.82%
Holding current value
$3.12 Million
Previous $2.84 Million 11.77%
% of portfolio
0.87%
Previous 0.83%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 07, 2025
BUY
$108.46 - $120.63 $79,392 - $88,301
732 Added 2.82%
26,702 $3.17 Million
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
2,882
Shares Held
537M
Call Options Held
490K
Put Options Held
348K
View Full List

About ISHARES CORE S&P SM CAP ETF

IJR Quotes by TradingView
  • Ticker IJR
  • Sector ETFs
  • Industry ETFs
More about IJR
Track This Portfolio

Track Atticus Wealth Management, LLC Portfolio

Follow Atticus Wealth Management, LLC 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 Atticus Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Atticus Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email