Burling Wealth Partners, LLC Ishares Core S&P Sm Cap ETF Transaction History

Burling Wealth Partners, LLC

  • $604 Billion
  • Q3 2025

A detailed history of Burling Wealth Partners, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Burling Wealth Partners, LLC holds 121,205 shares of IJR stock, worth $14.2 Million. This represents 2.38% of its overall portfolio holdings.

Number of Shares
121,205
Previous 127,202 4.71%
Holding current value
$14.2 Million
Previous $13.9 Billion 3.6%
% of portfolio
2.38%
Previous 2.57%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 07, 2025
SELL
$108.46 - $120.63 $650,434 - $723,418
-5,997 Reduced 4.71%
121,205 $14.4 Billion
Q2 2025

Aug 08, 2025
SELL
$90.56 - $109.49 $132,489 - $160,183
-1,463 Reduced 1.14%
127,202 $13.9 Billion
Q1 2025

May 02, 2025
SELL
$102.49 - $119.96 $316,591 - $370,556
-3,089 Reduced 2.34%
128,665 $13.5 Billion
Q4 2024

Feb 14, 2025
BUY
$113.92 - $127.38 $15 Million - $16.8 Million
131,754 New
131,754 $15.2 Billion

Others Institutions Holding IJR

# of Institutions
2,881
Shares Held
537M
Call Options Held
490K
Put Options Held
336K
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 Burling Wealth Partners, LLC Portfolio

Follow Burling Wealth Partners, 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 Burling Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Burling Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email