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

Centricity Wealth Management, LLC

  • $125 Billion
  • Q2 2025

A detailed history of Centricity Wealth Management, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Centricity Wealth Management, LLC holds 6,913 shares of IJR stock, worth $807,784. This represents 0.6% of its overall portfolio holdings.

Number of Shares
6,913
Previous 7,433 7.0%
Holding current value
$807,784
Previous $777 Million 2.8%
% of portfolio
0.6%
Previous 0.71%

Shares

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

Jul 18, 2025
SELL
$90.56 - $109.49 $47,091 - $56,934
-520 Reduced 7.0%
6,913 $756 Million
Q1 2025

Apr 14, 2025
BUY
$102.49 - $119.96 $25,622 - $29,990
250 Added 3.48%
7,433 $777 Million
Q4 2024

Feb 03, 2025
BUY
$113.92 - $127.38 $818,287 - $914,970
7,183 New
7,183 $828 Million

Others Institutions Holding IJR

# of Institutions
2,879
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
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