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

Diversify Wealth Management, LLC

  • $1.62 Trillion
  • Q2 2025

A detailed history of Diversify Wealth Management, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Diversify Wealth Management, LLC holds 2,853 shares of IJR stock, worth $342,588. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,853
Previous 3,098 7.91%
Holding current value
$342,588
Previous $312 Million 4.46%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Aug 14, 2025
SELL
$90.56 - $109.49 $22,187 - $26,825
-245 Reduced 7.91%
2,853 $326 Million
Q1 2025

Apr 30, 2025
SELL
$102.49 - $119.96 $46,325 - $54,221
-452 Reduced 12.73%
3,098 $312 Million
Q4 2024

Jan 16, 2025
BUY
$113.92 - $127.38 $70,744 - $79,102
621 Added 21.2%
3,550 $401 Million
Q3 2024

Oct 25, 2024
BUY
$105.53 - $118.34 $309,097 - $346,617
2,929 New
2,929 $336 Million

Others Institutions Holding IJR

# of Institutions
2,829
Shares Held
564M
Call Options Held
554K
Put Options Held
325K
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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