Carson Advisory Inc. Ishares Core S&P Sm Cap ETF Transaction History

Carson Advisory Inc.

  • $145 Million
  • Q2 2025

A detailed history of Carson Advisory Inc. transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Carson Advisory Inc. holds 5,813 shares of IJR stock, worth $684,713. This represents 0.44% of its overall portfolio holdings.

Number of Shares
5,813
Previous 6,710 13.37%
Holding current value
$684,713
Previous $701,000 9.42%
% of portfolio
0.44%
Previous 0.51%

Shares

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

Aug 05, 2025
SELL
$90.56 - $109.49 $81,232 - $98,212
-897 Reduced 13.37%
5,813 $635,000
Q1 2025

May 02, 2025
SELL
$102.49 - $119.96 $23,572 - $27,590
-230 Reduced 3.31%
6,710 $701,000
Q4 2024

Feb 13, 2025
BUY
$113.92 - $127.38 $439,161 - $491,049
3,855 Added 124.96%
6,940 $799,000
Q3 2024

Nov 01, 2024
BUY
$105.53 - $118.34 $31,553 - $35,383
299 Added 10.73%
3,085 $360,000
Q2 2024

Aug 07, 2024
SELL
$102.13 - $110.88 $204 - $221
-2 Reduced 0.07%
2,786 $297,000
Q1 2024

May 03, 2024
BUY
$102.35 - $110.52 $61,614 - $66,533
602 Added 27.54%
2,788 $308,000
Q4 2023

Feb 06, 2024
SELL
$87.61 - $110.11 $8,410 - $10,570
-96 Reduced 4.21%
2,186 $236,000
Q3 2023

Nov 08, 2023
BUY
$92.9 - $105.16 $18,487 - $20,926
199 Added 9.55%
2,282 $215,000
Q2 2023

Jul 28, 2023
BUY
$91.14 - $99.81 $189,844 - $207,904
2,083 New
2,083 $207,000
Q1 2023

May 05, 2023
BUY
$92.27 - $107.68 $7,289 - $8,506
79 Added 3.51%
2,327 $225,000
Q4 2022

Feb 08, 2023
BUY
$89.09 - $102.13 $200,274 - $229,588
2,248 New
2,248 $212,000
Q2 2022

Aug 03, 2022
BUY
$89.03 - $109.02 $3,650 - $4,469
41 Added 1.82%
2,294 $212,000
Q1 2022

May 03, 2022
BUY
$102.32 - $116.69 $306 - $350
3 Added 0.13%
2,253 $243,000
Q4 2021

Feb 08, 2022
BUY
$108.26 - $120.32 $243,585 - $270,720
2,250 New
2,250 $258,000

Others Institutions Holding IJR

# of Institutions
2,839
Shares Held
545M
Call Options Held
554K
Put Options Held
325K
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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