Cascade Financial Partners, LLC Ishares Core S&P Sm Cap ETF Transaction History

Cascade Financial Partners, LLC

$793 Billion
Q1 2025

A detailed history of Cascade Financial Partners, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Cascade Financial Partners, LLC holds 3,717 shares of IJR stock, worth $417,604. This represents 0.05% of its overall portfolio holdings.

Number of Shares

3,717

Previous 3,730 0.35%

Holding current value

$417,604

Previous $430 Million 9.56%

% of portfolio

0.05%

Previous 0.06%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	SELL	$102.49 - $119.96 $1,332 - $1,559	-13 Reduced 0.35%	3,717 $389 Million
Q4 2024 Feb 07, 2025	BUY	$113.92 - $127.38 $15,037 - $16,814	132 Added 3.67%	3,730 $430 Million
Q3 2024 Oct 24, 2024	BUY	$105.53 - $118.34 $135,394 - $151,830	1,283 Added 55.42%	3,598 $415 Million
Q2 2024 Jul 31, 2024	BUY	$102.13 - $110.88 $3,676 - $3,991	36 Added 1.58%	2,315 $247 Million
Q1 2024 May 14, 2024	BUY	$102.35 - $110.52 $233,255 - $251,875	2,279 New	2,279 $238 Million

Others Institutions Holding IJR

# of Institutions

2,815

Shares Held

559M

Call Options Held

533K

Put Options Held

389K

View Full List

About ISHARES CORE S&P SM CAP ETF

Ticker IJR
Sector ETFs
Industry ETFs

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Cascade Financial Partners, LLC Ishares Core S&P Sm Cap ETF Transaction History