Burkett Financial Services, LLC Ishares Core S&P Sm Cap ETF Transaction History

Burkett Financial Services, LLC

$245 Billion
Q1 2025

A detailed history of Burkett Financial Services, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Burkett Financial Services, LLC holds 69,670 shares of IJR stock, worth $6.98 Million. This represents 2.97% of its overall portfolio holdings.

Number of Shares

69,670

Previous 66,781 4.33%

Holding current value

$6.98 Million

Previous $7.69 Billion 5.32%

% of portfolio

2.97%

Previous 3.15%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 11, 2025	BUY	$102.49 - $119.96 $296,093 - $346,564	2,889 Added 4.33%	69,670 $7.29 Billion
Q4 2024 Jan 06, 2025	BUY	$113.92 - $127.38 $15,834 - $17,705	139 Added 0.21%	66,781 $7.69 Billion
Q3 2024 Oct 08, 2024	BUY	$105.53 - $118.34 $251,900 - $282,477	2,387 Added 3.71%	66,642 $7.79 Billion
Q2 2024 Jul 10, 2024	BUY	$102.13 - $110.88 $244,907 - $265,890	2,398 Added 3.88%	64,255 $6.85 Billion
Q1 2024 Apr 01, 2024	BUY	$102.35 - $110.52 $79,014 - $85,321	772 Added 1.26%	61,857 $6.84 Billion
Q4 2023 Feb 12, 2024	BUY	$87.61 - $110.11 $5.35 Million - $6.73 Million	61,085 New	61,085 $6.61 Billion

Others Institutions Holding IJR

# of Institutions

2,815

Shares Held

535M

Call Options Held

877K

Put Options Held

272K

View Full List

About ISHARES CORE S&P SM CAP ETF

Ticker IJR
Sector ETFs
Industry ETFs

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Burkett Financial Services, LLC Ishares Core S&P Sm Cap ETF Transaction History