Cahaba Wealth Management, Inc. Ishares Core S&P Sm Cap ETF Transaction History

Cahaba Wealth Management, Inc.

$1.21 Billion
Q3 2025

A detailed history of Cahaba Wealth Management, Inc. transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Cahaba Wealth Management, Inc. holds 439,609 shares of IJR stock, worth $51.4 Million. This represents 4.32% of its overall portfolio holdings.

Number of Shares

439,609

Previous 423,545 3.79%

Holding current value

$51.4 Million

Previous $46.3 Million 12.85%

% of portfolio

4.32%

Previous 3.61%

33 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 17, 2025	BUY	$108.46 - $120.63 $1.74 Million - $1.94 Million	16,064 Added 3.79%	439,609 $52.2 Million
Q2 2025 Jul 16, 2025	SELL	$90.56 - $109.49 $2.42 Million - $2.93 Million	-26,738 Reduced 5.94%	423,545 $46.3 Million
Q1 2025 May 01, 2025	BUY	$102.49 - $119.96 $1.78 Million - $2.08 Million	17,366 Added 4.01%	450,283 $47.1 Million
Q4 2024 Feb 13, 2025	BUY	$113.92 - $127.38 $951,915 - $1.06 Million	8,356 Added 1.97%	432,917 $49.9 Million
Q3 2024 Oct 18, 2024	BUY	$105.53 - $118.34 $1.02 Million - $1.14 Million	9,639 Added 2.32%	424,561 $49.7 Million
Q2 2024 Aug 05, 2024	BUY	$102.13 - $110.88 $1.48 Million - $1.6 Million	14,467 Added 3.61%	414,922 $44.3 Million
Q1 2024 Apr 22, 2024	BUY	$102.35 - $110.52 $1.99 Million - $2.15 Million	19,429 Added 5.1%	400,455 $44.3 Million
Q4 2023 Jan 23, 2024	BUY	$87.61 - $110.11 $2.1 Million - $2.64 Million	23,995 Added 6.72%	381,026 $41.2 Million
Q3 2023 Oct 18, 2023	BUY	$92.9 - $105.16 $1.04 Million - $1.18 Million	11,175 Added 3.23%	357,031 $33.7 Million
Q2 2023 Jul 26, 2023	BUY	$91.14 - $99.81 $1.17 Million - $1.28 Million	12,848 Added 3.86%	345,856 $34.5 Million
Q1 2023 May 04, 2023	BUY	$92.27 - $107.68 $1.07 Million - $1.25 Million	11,626 Added 3.62%	333,008 $32.2 Million
Q4 2022 Jan 30, 2023	BUY	$89.09 - $102.13 $1.69 Million - $1.93 Million	18,929 Added 6.26%	321,382 $30.4 Million
Q3 2022 Oct 18, 2022	BUY	$87.04 - $106.5 $752,112 - $920,266	8,641 Added 2.94%	302,453 $26.4 Million
Q2 2022 Jul 19, 2022	BUY	$89.03 - $109.02 $1.61 Million - $1.97 Million	18,115 Added 6.57%	293,812 $27.2 Million
Q1 2022 May 05, 2022	BUY	$102.32 - $116.69 $2.44 Million - $2.79 Million	23,867 Added 9.48%	275,697 $27.4 Million
Q4 2021 Feb 01, 2022	BUY	$108.26 - $120.32 $848,000 - $942,466	7,833 Added 3.21%	251,830 $28.8 Million
Q3 2021 Oct 15, 2021	BUY	$104.62 - $113.69 $750,648 - $815,725	7,175 Added 3.03%	243,997 $26.6 Million
Q2 2021 Aug 13, 2021	SELL	$106.38 - $116.3 $2.38 Million - $2.6 Million	-22,387 Reduced 8.64%	236,822 $26.1 Million
Q1 2021 May 06, 2021	SELL	$91.04 - $115.01 $181,715 - $229,559	-1,996 Reduced 0.76%	259,209 $28.1 Million
Q4 2020 Feb 10, 2021	BUY	$71.23 - $92.42 $180,140 - $233,730	2,529 Added 0.98%	261,205 $26.4 Million
Q3 2020 Oct 27, 2020	BUY	$65.69 - $75.96 $559,678 - $647,179	8,520 Added 3.41%	258,676 $18.2 Million
Q2 2020 Aug 03, 2020	BUY	$50.99 - $75.55 $1.31 Million - $1.94 Million	25,685 Added 11.44%	250,156 $18 Million
Q1 2020 Apr 30, 2020	BUY	$49.11 - $85.52 $25,144 - $43,786	512 Added 0.23%	224,471 $12.6 Million
Q4 2019 Feb 10, 2020	BUY	$75.05 - $84.14 $1.1 Million - $1.23 Million	14,673 Added 7.01%	223,959 $18.8 Million
Q3 2019 Oct 23, 2019	BUY	$73.61 - $80.67 $1.04 Million - $1.15 Million	14,195 Added 7.28%	209,286 $16.3 Million
Q2 2019 Jul 31, 2019	BUY	$73.17 - $81.37 $496,312 - $551,932	6,783 Added 3.6%	195,091 $15.3 Million
Q1 2019 Apr 08, 2019	BUY	$68.34 - $81.18 $689,208 - $818,700	10,085 Added 5.66%	188,308 $14.5 Million
Q4 2018 Jan 14, 2019	BUY	$65.14 - $85.94 $4.93 Million - $6.51 Million	75,728 Added 73.88%	178,223 $12.4 Million
Q3 2018 Oct 04, 2018	BUY	$84.33 - $90.31 $1.94 Million - $2.08 Million	23,041 Added 29.0%	102,495 $8.81 Million
Q2 2018 Jul 26, 2018	BUY	$75.25 - $86.64 $2.2 Million - $2.54 Million	29,271 Added 58.33%	79,454 $6.89 Million
Q1 2018 Apr 05, 2018	BUY	$73.35 - $80.36 $797,901 - $874,156	10,878 Added 27.68%	50,183 $3.78 Million
Q4 2017 Jan 24, 2018	BUY	$73.06 - $77.74 $376,624 - $400,749	5,155 Added 15.1%	39,305 $3.02 Million
Q3 2017 Oct 12, 2017	BUY	$72.31 - $74.22 $2.47 Million - $2.53 Million	34,150	34,150 $2.54 Million

Others Institutions Holding IJR

# of Institutions

2,880

Shares Held

537M

Call Options Held

490K

Put Options Held

336K

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 Cahaba Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Cahaba Wealth Management, Inc. with notifications on news.

Account

Cahaba Wealth Management, Inc. Ishares Core S&P Sm Cap ETF Transaction History