Cm Wealth Advisors LLC Ishares Core S&P Sm Cap ETF Transaction History

Cm Wealth Advisors LLC

  • $310 Million
  • Q1 2025

A detailed history of Cm Wealth Advisors LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Cm Wealth Advisors LLC holds 22,797 shares of IJR stock, worth $2.4 Million. This represents 0.77% of its overall portfolio holdings.

Number of Shares
22,797
Previous 22,722 0.33%
Holding current value
$2.4 Million
Previous $2.62 Million 8.98%
% of portfolio
0.77%
Previous 0.88%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 24, 2025
BUY
$102.49 - $119.96 $7,686 - $8,997
75 Added 0.33%
22,797 $2.38 Million
Q4 2024

Feb 13, 2025
BUY
$113.92 - $127.38 $13,100 - $14,648
115 Added 0.51%
22,722 $2.62 Million
Q3 2024

Nov 12, 2024
BUY
$105.53 - $118.34 $481,955 - $540,458
4,567 Added 25.32%
22,607 $2.64 Million
Q2 2024

Aug 14, 2024
SELL
$102.13 - $110.88 $3.69 Million - $4 Million
-36,092 Reduced 66.67%
18,040 $1.92 Million
Q1 2024

May 13, 2024
BUY
$102.35 - $110.52 $2.97 Million - $3.21 Million
29,064 Added 115.94%
54,132 $5.98 Million
Q4 2023

Feb 05, 2024
BUY
$87.61 - $110.11 $7,884 - $9,909
90 Added 0.36%
25,068 $2.71 Million
Q3 2023

Nov 16, 2023
BUY
$92.9 - $105.16 $656,245 - $742,850
7,064 Added 39.43%
24,978 $2.36 Million
Q2 2023

Aug 15, 2023
SELL
$91.14 - $99.81 $652,106 - $714,140
-7,155 Reduced 28.54%
17,914 $1.79 Million
Q1 2023

May 01, 2023
BUY
$92.27 - $107.68 $2.31 Million - $2.7 Million
25,069 New
25,069 $2.3 Million
Q4 2022

May 04, 2023
SELL
$89.09 - $102.13 $645,546 - $740,033
-7,246 Reduced 28.9%
17,823 $1.69 Billion
Q3 2022

May 11, 2023
BUY
$87.04 - $106.5 $133 Million - $163 Million
1,533,452 Added 6116.93%
1,558,521 $1.56 Billion
Q2 2022

May 09, 2023
BUY
$89.03 - $109.02 $89,920 - $110,110
1,010 Added 4.03%
26,079 $2.41 Billion

Others Institutions Holding IJR

# of Institutions
2,814
Shares Held
548M
Call Options Held
533K
Put Options Held
389K
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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