Fourth Dimension Wealth, LLC Ishares Core S&P Sm Cap ETF Transaction History

Fourth Dimension Wealth, LLC

  • $262 Billion
  • Q3 2025

A detailed history of Fourth Dimension Wealth, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Fourth Dimension Wealth, LLC holds 11,165 shares of IJR stock, worth $1.3 Million. This represents 0.51% of its overall portfolio holdings.

Number of Shares
11,165
Previous 10,108 10.46%
Holding current value
$1.3 Million
Previous $1.1 Billion 20.09%
% of portfolio
0.51%
Previous 0.47%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 04, 2025
BUY
$108.46 - $120.63 $114,642 - $127,505
1,057 Added 10.46%
11,165 $1.33 Billion
Q2 2025

Aug 05, 2025
SELL
$90.56 - $109.49 $131,583 - $159,088
-1,453 Reduced 12.57%
10,108 $1.1 Billion
Q1 2025

Apr 23, 2025
BUY
$102.49 - $119.96 $955,924 - $1.12 Million
9,327 Added 417.5%
11,561 $1.21 Billion
Q4 2024

Feb 18, 2025
BUY
$113.92 - $127.38 $254,497 - $284,566
2,234 New
2,234 $257 Million

Others Institutions Holding IJR

# of Institutions
2,881
Shares Held
537M
Call Options Held
490K
Put Options Held
348K
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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