A detailed history of Global Wealth Management, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Global Wealth Management, LLC holds 87,477 shares of IJR stock, worth $10.4 Million. This represents 5.43% of its overall portfolio holdings.

Number of Shares
87,477
Previous 97,113 9.92%
Holding current value
$10.4 Million
Previous $10.2 Billion 2.56%
% of portfolio
5.43%
Previous 5.86%

Shares

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

Jul 15, 2025

SELL
$90.56 - $109.49 $872,636 - $1.06 Million
-9,636 Reduced 9.92%
87,477 $9.9 Billion
Q1 2025

Apr 14, 2025

SELL
$102.49 - $119.96 $360,867 - $422,379
-3,521 Reduced 3.5%
97,113 $10.2 Billion
Q4 2024

Jan 16, 2025

SELL
$113.92 - $127.38 $264,180 - $295,394
-2,319 Reduced 2.25%
100,634 $11.6 Billion
Q3 2024

Oct 24, 2024

BUY
$105.53 - $118.34 $10.9 Million - $12.2 Million
102,953 New
102,953 $12 Billion

Others Institutions Holding IJR

About ISHARES CORE S&P SM CAP ETF


  • Ticker IJR
  • Sector ETFs
  • Industry ETFs
More about IJR
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