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

Form Wealth Advisors, LLC

  • $827 Billion
  • Q2 2025

A detailed history of Form Wealth Advisors, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Form Wealth Advisors, LLC holds 225,917 shares of IJR stock, worth $25.5 Million. This represents 2.99% of its overall portfolio holdings.

Number of Shares
225,917
Previous 187,449 20.52%
Holding current value
$25.5 Million
Previous $19.6 Billion 25.96%
% of portfolio
2.99%
Previous 2.66%

Shares

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

Jul 16, 2025
BUY
$90.56 - $109.49 $3.48 Million - $4.21 Million
38,468 Added 20.52%
225,917 $24.7 Billion
Q1 2025

Apr 22, 2025
BUY
$102.49 - $119.96 $19.2 Million - $22.5 Million
187,449 New
187,449 $19.6 Billion

Others Institutions Holding IJR

# of Institutions
2,817
Shares Held
558M
Call Options Held
533K
Put Options Held
389K
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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