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

Birchcreek Wealth Management, LLC

  • $176 Million
  • Q2 2025

A detailed history of Birchcreek Wealth Management, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Birchcreek Wealth Management, LLC holds 8,470 shares of IJR stock, worth $939,238. This represents 0.53% of its overall portfolio holdings.

Number of Shares
8,470
Previous 9,143 7.36%
Holding current value
$939,238
Previous $956,000 3.24%
% of portfolio
0.53%
Previous 0.61%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 07, 2025
SELL
$90.56 - $109.49 $60,946 - $73,686
-673 Reduced 7.36%
8,470 $925,000
Q1 2025

May 06, 2025
SELL
$102.49 - $119.96 $115,813 - $135,554
-1,130 Reduced 11.0%
9,143 $956,000
Q4 2024

Feb 04, 2025
SELL
$113.92 - $127.38 $620,636 - $693,966
-5,448 Reduced 34.65%
10,273 $1.18 Million
Q3 2024

Nov 06, 2024
SELL
$105.53 - $118.34 $1.76 Million - $1.97 Million
-16,643 Reduced 51.42%
15,721 $1.84 Million
Q2 2024

Aug 02, 2024
BUY
$102.13 - $110.88 $12,459 - $13,527
122 Added 0.38%
32,364 $3.45 Million
Q1 2024

Apr 29, 2024
BUY
$102.35 - $110.52 $221,690 - $239,386
2,166 Added 7.2%
32,242 $3.56 Million
Q4 2023

Feb 05, 2024
SELL
$87.61 - $110.11 $35,306 - $44,374
-403 Reduced 1.32%
30,076 $3.26 Million
Q3 2023

Oct 23, 2023
BUY
$92.9 - $105.16 $311,865 - $353,022
3,357 Added 12.38%
30,479 $2.88 Million
Q2 2023

Jul 20, 2023
BUY
$91.14 - $99.81 $646,456 - $707,952
7,093 Added 35.41%
27,122 $2.7 Million
Q1 2023

May 01, 2023
BUY
$92.27 - $107.68 $184,263 - $215,036
1,997 Added 11.07%
20,029 $1.94 Million
Q4 2022

Feb 06, 2023
BUY
$89.09 - $102.13 $98,177 - $112,547
1,102 Added 6.51%
18,032 $1.71 Million
Q3 2022

Nov 14, 2022
BUY
$87.04 - $106.5 $77,117 - $94,359
886 Added 5.52%
16,930 $1.48 Million
Q2 2022

Aug 12, 2022
BUY
$89.03 - $109.02 $370,275 - $453,414
4,159 Added 34.99%
16,044 $1.48 Million
Q1 2022

May 13, 2022
BUY
$102.32 - $116.69 $196,249 - $223,811
1,918 Added 19.24%
11,885 $1.28 Million
Q4 2021

Feb 09, 2022
BUY
$108.26 - $120.32 $111,291 - $123,688
1,028 Added 11.5%
9,967 $1.14 Million
Q3 2021

Nov 16, 2021
BUY
$104.62 - $113.69 $14,123 - $15,348
135 Added 1.53%
8,939 $976,000
Q2 2021

Aug 16, 2021
BUY
$106.38 - $116.3 $73,295 - $80,130
689 Added 8.49%
8,804 $995,000
Q1 2021

May 17, 2021
SELL
$91.04 - $115.01 $47,249 - $59,690
-519 Reduced 6.01%
8,115 $881,000
Q4 2020

Jan 28, 2021
BUY
$71.23 - $92.42 $614,999 - $797,954
8,634 New
8,634 $793,000

Others Institutions Holding IJR

# of Institutions
2,809
Shares Held
555M
Call Options Held
533K
Put Options Held
382K
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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