Capital Advisors Wealth Management, LLC Ishares Core S&P Sm Cap ETF Transaction History

Capital Advisors Wealth Management, LLC

  • $623 Million
  • Q2 2025

A detailed history of Capital Advisors Wealth Management, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Capital Advisors Wealth Management, LLC holds 8,749 shares of IJR stock, worth $970,176. This represents 0.15% of its overall portfolio holdings.

Number of Shares
8,749
Previous 12,557 30.33%
Holding current value
$970,176
Previous $1.31 Million 27.19%
% of portfolio
0.15%
Previous 0.23%

Shares

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

Aug 13, 2025
SELL
$90.56 - $109.49 $344,852 - $416,937
-3,808 Reduced 30.33%
8,749 $956,000
Q1 2025

Apr 24, 2025
SELL
$102.49 - $119.96 $16,705 - $19,553
-163 Reduced 1.28%
12,557 $1.31 Million
Q4 2024

Jan 14, 2025
BUY
$113.92 - $127.38 $35,998 - $40,252
316 Added 2.55%
12,720 $1.47 Million
Q3 2024

Oct 15, 2024
BUY
$105.53 - $118.34 $12,135 - $13,609
115 Added 0.94%
12,404 $1.45 Million
Q2 2024

Jul 16, 2024
SELL
$102.13 - $110.88 $51,575 - $55,994
-505 Reduced 3.95%
12,289 $1.31 Million
Q1 2024

Apr 12, 2024
SELL
$102.35 - $110.52 $24,768 - $26,745
-242 Reduced 1.86%
12,794 $1.41 Million
Q4 2023

Jan 08, 2024
SELL
$87.61 - $110.11 $469,589 - $590,189
-5,360 Reduced 29.14%
13,036 $1.41 Million
Q3 2023

Oct 10, 2023
SELL
$92.9 - $105.16 $37,903 - $42,905
-408 Reduced 2.17%
18,396 $1.74 Million
Q2 2023

Jul 11, 2023
BUY
$91.14 - $99.81 $147,555 - $161,592
1,619 Added 9.42%
18,804 $1.87 Million
Q1 2023

Apr 14, 2023
BUY
$92.27 - $107.68 $39,399 - $45,979
427 Added 2.55%
17,185 $1.66 Million
Q4 2022

Feb 09, 2023
BUY
$89.09 - $102.13 $44,277 - $50,758
497 Added 3.06%
16,758 $1.59 Million
Q3 2022

Nov 14, 2022
SELL
$87.04 - $106.5 $375,751 - $459,760
-4,317 Reduced 20.98%
16,261 $1.42 Million
Q2 2022

Aug 04, 2022
SELL
$89.03 - $109.02 $2.77 Million - $3.39 Million
-31,134 Reduced 60.21%
20,578 $1.9 Million
Q1 2022

May 09, 2022
SELL
$102.32 - $116.69 $1.61 Million - $1.84 Million
-15,765 Reduced 23.36%
51,712 $5.58 Million
Q4 2021

Feb 04, 2022
BUY
$108.26 - $120.32 $983,758 - $1.09 Million
9,087 Added 15.56%
67,477 $7.73 Million
Q3 2021

Nov 12, 2021
BUY
$104.62 - $113.69 $2.18 Million - $2.37 Million
20,863 Added 55.59%
58,390 $6.38 Million
Q2 2021

Aug 13, 2021
BUY
$106.38 - $116.3 $678,278 - $741,528
6,376 Added 20.47%
37,527 $4.24 Million
Q1 2021

Apr 20, 2021
BUY
$91.04 - $115.01 $2.84 Million - $3.58 Million
31,151 New
31,151 $3.38 Million

Others Institutions Holding IJR

# of Institutions
2,819
Shares Held
566M
Call Options Held
492K
Put Options Held
327K
View Full List

About ISHARES CORE S&P SM CAP ETF

IJR Quotes by TradingView
  • Ticker IJR
  • Sector ETFs
  • Industry ETFs
More about IJR
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