Enzi Wealth Ishares Core S&P Sm Cap ETF Transaction History

Enzi Wealth

$273 Million
Q3 2025

A detailed history of Enzi Wealth transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Enzi Wealth holds 178,659 shares of IJR stock, worth $20.9 Million. This represents 7.77% of its overall portfolio holdings.

Number of Shares

178,659

Previous 180,201 0.86%

Holding current value

$20.9 Million

Previous $19.7 Million 7.8%

% of portfolio

7.77%

Previous 7.63%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 17, 2025	SELL	$108.46 - $120.63 $167,245 - $186,011	-1,542 Reduced 0.86%	178,659 $21.2 Million
Q2 2025 Jul 14, 2025	SELL	$90.56 - $109.49 $8,512 - $10,292	-94 Reduced 0.05%	180,201 $19.7 Million
Q1 2025 Apr 25, 2025	BUY	$102.49 - $119.96 $1.68 Million - $1.96 Million	16,358 Added 9.98%	180,295 $18.9 Million
Q4 2024 Jan 23, 2025	BUY	$113.92 - $127.38 $300,748 - $336,283	2,640 Added 1.64%	163,937 $18.9 Million
Q3 2024 Oct 15, 2024	BUY	$105.53 - $118.34 $503,167 - $564,245	4,768 Added 3.05%	161,297 $18.9 Million

Q2 2024 Jul 22, 2024	BUY	$102.13 - $110.88 $133,586 - $145,031	1,308 Added 0.84%	156,529 $16.7 Million
Q1 2024 Apr 16, 2024	SELL	$102.35 - $110.52 $744,903 - $804,364	-7,278 Reduced 4.48%	155,221 $17.2 Million
Q4 2023 Feb 14, 2024	SELL	$87.61 - $110.11 $788,139 - $990,549	-8,996 Reduced 5.25%	162,499 $17.6 Million
Q3 2023 Oct 16, 2023	BUY	$92.9 - $105.16 $839,816 - $950,646	9,040 Added 5.56%	171,495 $16.2 Million
Q2 2023 Jul 14, 2023	BUY	$91.14 - $99.81 $886,518 - $970,851	9,727 Added 6.37%	162,455 $16.2 Million
Q1 2023 Apr 18, 2023	BUY	$92.27 - $107.68 $2.17 Million - $2.54 Million	23,545 Added 18.23%	152,728 $14.8 Million
Q4 2022 Jan 25, 2023	BUY	$89.09 - $102.13 $1.12 Million - $1.28 Million	12,530 Added 10.74%	129,183 $0
Q3 2022 Nov 14, 2022	BUY	$87.04 - $106.5 $10.2 Million - $12.4 Million	116,653 New	116,653 $11.8 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

Ticker IJR
Sector ETFs
Industry ETFs

More about IJR

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