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

Evolution Wealth Advisors, LLC

  • $545 Million
  • Q3 2024

A detailed history of Evolution Wealth Advisors, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Evolution Wealth Advisors, LLC holds 7,640 shares of IJR stock, worth $954,159. This represents 0.16% of its overall portfolio holdings.

Number of Shares
7,640
Previous 7,640 -0.0%
Holding current value
$954,159
Previous $814,000 9.71%
% of portfolio
0.16%
Previous 0.16%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 19, 2024
SELL
$102.35 - $110.52 $55,269 - $59,680
-540 Reduced 6.6%
7,640 $844,000
Q4 2023

Jan 31, 2024
SELL
$87.61 - $110.11 $230,414 - $289,589
-2,630 Reduced 24.33%
8,180 $885,000
Q3 2022

Nov 01, 2022
SELL
$87.04 - $106.5 $55,705 - $68,160
-640 Reduced 5.59%
10,810 $943,000
Q2 2022

Aug 02, 2022
BUY
$89.03 - $109.02 $56,979 - $69,772
640 Added 5.92%
11,450 $1.06 Million
Q1 2022

Apr 29, 2022
SELL
$102.32 - $116.69 $60,368 - $68,847
-590 Reduced 5.18%
10,810 $1.17 Million
Q4 2021

Jan 28, 2022
BUY
$108.26 - $120.32 $910,466 - $1.01 Million
8,410 Added 281.27%
11,400 $1.31 Million
Q3 2021

Nov 09, 2021
BUY
$104.62 - $113.69 $37,663 - $40,928
360 Added 13.69%
2,990 $326,000
Q3 2020

Oct 15, 2020
BUY
$65.69 - $75.96 $172,764 - $199,774
2,630 New
2,630 $185,000
Q1 2020

Apr 22, 2020
SELL
$49.11 - $85.52 $144,727 - $252,027
-2,947 Closed
0 $0
Q4 2019

Feb 03, 2020
BUY
$75.05 - $84.14 $221,172 - $247,960
2,947 New
2,947 $247,000

Others Institutions Holding IJR

# of Institutions
2,566
Shares Held
500M
Call Options Held
1.04M
Put Options Held
671K
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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