Diversify Advisory Services, LLC Ishares Core S&P Sm Cap ETF Transaction History

Diversify Advisory Services, LLC

$1.6 Trillion
Q1 2025

A detailed history of Diversify Advisory Services, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Diversify Advisory Services, LLC holds 12,861 shares of IJR stock, worth $1.37 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares

12,861

Previous 17,859 27.99%

Holding current value

$1.37 Million

Previous $2.02 Billion 35.78%

% of portfolio

0.08%

Previous 0.11%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 05, 2025	SELL	$102.49 - $119.96 $512,245 - $599,560	-4,998 Reduced 27.99%	12,861 $1.3 Billion
Q4 2024 Jan 16, 2025	BUY	$113.92 - $127.38 $21,872 - $24,456	192 Added 1.09%	17,859 $2.02 Billion
Q3 2024 Oct 24, 2024	BUY	$105.53 - $118.34 $208,105 - $233,366	1,972 Added 12.56%	17,667 $2.04 Billion
Q2 2024 Jul 12, 2024	BUY	$102.13 - $110.88 $228,669 - $248,260	2,239 Added 16.64%	15,695 $1.66 Billion
Q1 2024 Apr 30, 2024	BUY	$102.35 - $110.52 $1.38 Million - $1.49 Million	13,456 New	13,456 $1.47 Billion

Others Institutions Holding IJR

# of Institutions

2,819

Shares Held

548M

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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Diversify Advisory Services, LLC Ishares Core S&P Sm Cap ETF Transaction History