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

Bestgate Wealth Advisors, LLC

  • $48.2 Billion
  • Q1 2025

A detailed history of Bestgate Wealth Advisors, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Bestgate Wealth Advisors, LLC holds 6,957 shares of IJR stock, worth $696,604. This represents 1.51% of its overall portfolio holdings.

Number of Shares
6,957
Previous 8,876 21.62%
Holding current value
$696,604
Previous $1.02 Billion 28.86%
% of portfolio
1.51%
Previous 2.05%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 29, 2025
SELL
$102.49 - $119.96 $196,678 - $230,203
-1,919 Reduced 21.62%
6,957 $727 Million
Q4 2024

Feb 10, 2025
BUY
$113.92 - $127.38 $1.01 Million - $1.13 Million
8,876 New
8,876 $1.02 Billion

Others Institutions Holding IJR

# of Institutions
2,815
Shares Held
543M
Call Options Held
877K
Put Options Held
265K
View Full List

About ISHARES CORE S&P SM CAP ETF

IJR Quotes by TradingView
  • Ticker IJR
  • Sector ETFs
  • Industry ETFs
More about IJR
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