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

Delta Wealth Advisors LLC

$119 Billion
Q2 2025

A detailed history of Delta Wealth Advisors LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Delta Wealth Advisors LLC holds 30,541 shares of IJR stock, worth $3.49 Million. This represents 2.8% of its overall portfolio holdings.

Number of Shares

30,541

Previous 30,313 0.75%

Holding current value

$3.49 Million

Previous $3.17 Billion 5.3%

% of portfolio

2.8%

Previous 2.88%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Oct 10, 2025	BUY	$90.56 - $109.49 $20,647 - $24,963	228 Added 0.75%	30,541 $3.34 Billion
Q1 2025 Oct 10, 2025	BUY	$102.49 - $119.96 $28,594 - $33,468	279 Added 0.93%	30,313 $3.17 Billion
Q4 2024 Oct 10, 2025	SELL	$113.92 - $127.38 $443,604 - $496,017	-3,894 Reduced 11.48%	30,034 $3.46 Billion
Q3 2024 Oct 10, 2025	SELL	$105.53 - $118.34 $165,154 - $185,202	-1,565 Reduced 4.41%	33,928 $3.97 Billion
Q2 2024 Oct 10, 2025	BUY	$102.13 - $110.88 $297,198 - $322,660	2,910 Added 8.93%	35,493 $3.79 Billion
Q1 2024 Oct 10, 2025	BUY	$102.35 - $110.52 $3.33 Million - $3.6 Million	32,583 New	32,583 $3.6 Billion

Others Institutions Holding IJR

# of Institutions

2,835

Shares Held

564M

Call Options Held

554K

Put Options Held

325K

View Full List

About ISHARES CORE S&P SM CAP ETF

Ticker IJR
Sector ETFs
Industry ETFs

More about IJR

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