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

Evolution Wealth Advisors, LLC

  • $582 Million
  • Q1 2025

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 8,624 shares of IJR stock, worth $955,625. This represents 0.15% of its overall portfolio holdings.

Number of Shares
8,624
Previous 7,640 12.88%
Holding current value
$955,625
Previous $880,000 2.39%
% of portfolio
0.15%
Previous 0.15%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 09, 2025
BUY
$102.49 - $119.96 $100,850 - $118,040
984 Added 12.88%
8,624 $901,000
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
2,806
Shares Held
557M
Call Options Held
533K
Put Options Held
388K
View Full List

About ISHARES CORE S&P SM CAP ETF

IJR Quotes by TradingView
  • Ticker IJR
  • Sector ETFs
  • Industry ETFs
More about IJR
Track This Portfolio

Track Evolution Wealth Advisors, LLC Portfolio

Follow Evolution Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Evolution Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Evolution Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email