Buck Wealth Strategies, LLC Ishares Core S&P Sm Cap ETF Transaction History

Buck Wealth Strategies, LLC

  • $631 Million
  • Q2 2025

A detailed history of Buck Wealth Strategies, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Buck Wealth Strategies, LLC holds 64,448 shares of IJR stock, worth $7.14 Million. This represents 1.12% of its overall portfolio holdings.

Number of Shares
64,448
Previous 73,044 11.77%
Holding current value
$7.14 Million
Previous $7.64 Million 7.79%
% of portfolio
1.12%
Previous 1.44%

Shares

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

Aug 04, 2025
SELL
$90.56 - $109.49 $778,453 - $941,176
-8,596 Reduced 11.77%
64,448 $7.04 Million
Q1 2025

Apr 22, 2025
SELL
$102.49 - $119.96 $4.8 Million - $5.62 Million
-46,866 Reduced 39.08%
73,044 $7.64 Million
Q4 2024

Jan 27, 2025
BUY
$113.92 - $127.38 $5.86 Million - $6.56 Million
51,468 Added 75.2%
119,910 $13.8 Million
Q3 2024

Nov 05, 2024
SELL
$105.53 - $118.34 $333,580 - $374,072
-3,161 Reduced 4.41%
68,442 $8 Million
Q2 2024

Aug 14, 2024
BUY
$102.13 - $110.88 $7.31 Million - $7.94 Million
71,603 New
71,603 $7.64 Million
Q4 2023

Jan 23, 2024
BUY
$87.61 - $110.11 $168,386 - $211,631
1,922 Added 3.16%
62,735 $6.79 Million
Q3 2023

Nov 06, 2023
BUY
$92.9 - $105.16 $499,430 - $565,340
5,376 Added 9.7%
60,813 $5.74 Million
Q3 2022

Oct 30, 2023
BUY
$87.04 - $106.5 $4.83 Million - $5.9 Million
55,437 New
55,437 $5.23 Billion

Others Institutions Holding IJR

# of Institutions
2,811
Shares Held
556M
Call Options Held
533K
Put Options Held
388K
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 Buck Wealth Strategies, LLC Portfolio

Follow Buck Wealth Strategies, 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 Buck Wealth Strategies, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Buck Wealth Strategies, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email