Bright Financial Advisors, Inc. Ishares Core S&P Sm Cap ETF Transaction History

Bright Financial Advisors, Inc.

$180 Billion
Q2 2025

A detailed history of Bright Financial Advisors, Inc. transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Bright Financial Advisors, Inc. holds 89,476 shares of IJR stock, worth $9.91 Million. This represents 5.43% of its overall portfolio holdings.

Number of Shares

89,476

Previous 89,109 0.41%

Holding current value

$9.91 Million

Previous $9.32 Billion 4.94%

% of portfolio

5.43%

Previous 5.72%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 16, 2025	BUY	$90.56 - $109.49 $33,235 - $40,182	367 Added 0.41%	89,476 $9.78 Billion
Q1 2025 May 13, 2025	BUY	$102.49 - $119.96 $371,731 - $435,094	3,627 Added 4.24%	89,109 $9.32 Billion
Q4 2024 Jan 28, 2025	BUY	$113.92 - $127.38 $238,206 - $266,351	2,091 Added 2.51%	85,482 $9.85 Billion
Q3 2024 Oct 10, 2024	BUY	$105.53 - $118.34 $174,863 - $196,089	1,657 Added 2.03%	83,391 $9.75 Billion
Q2 2024 Aug 12, 2024	BUY	$102.13 - $110.88 $8.35 Million - $9.06 Million	81,734 New	81,734 $8.72 Billion

Others Institutions Holding IJR

# of Institutions

2,806

Shares Held

557M

Call Options Held

533K

Put Options Held

388K

View Full List

About ISHARES CORE S&P SM CAP ETF

Ticker IJR
Sector ETFs
Industry ETFs

More about IJR

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Bright Financial Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Bright Financial Advisors, Inc. with notifications on news.

Account

Bright Financial Advisors, Inc. Ishares Core S&P Sm Cap ETF Transaction History