Goldstone Financial Group, LLC Ishares Core S&P Sm Cap ETF Transaction History

Goldstone Financial Group, LLC

$757 Billion
Q2 2025

A detailed history of Goldstone Financial Group, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Goldstone Financial Group, LLC holds 26,062 shares of IJR stock, worth $3.11 Million. This represents 0.39% of its overall portfolio holdings.

Number of Shares

26,062

Previous 23,686 10.03%

Holding current value

$3.11 Million

Previous $2.48 Billion 18.98%

% of portfolio

0.39%

Previous 0.37%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 08, 2025	BUY	$90.56 - $109.49 $215,170 - $260,148	2,376 Added 10.03%	26,062 $2.95 Billion
Q1 2025 Apr 16, 2025	SELL	$102.49 - $119.96 $3.35 Million - $3.92 Million	-32,643 Reduced 57.95%	23,686 $2.48 Billion
Q4 2024 Jan 14, 2025	BUY	$113.92 - $127.38 $1.34 Million - $1.49 Million	11,722 Added 26.28%	56,329 $6.49 Billion
Q3 2024 Oct 28, 2024	BUY	$105.53 - $118.34 $4.71 Million - $5.28 Million	44,607 New	44,607 $5.22 Billion
Q2 2024 Jan 15, 2025	SELL	$102.13 - $110.88 $1.69 Million - $1.83 Million	-16,546 Reduced 29.37%	39,783 $4.24 Billion
Q1 2024 Jan 15, 2025	BUY	$102.35 - $110.52 $231,618 - $250,106	2,263 Added 7.26%	33,445 $3.7 Billion
Q4 2023 Jan 15, 2025	BUY	$87.61 - $110.11 $526,185 - $661,320	6,006 Added 23.86%	31,182 $3.38 Billion
Q3 2023 Jan 15, 2025	BUY	$92.9 - $105.16 $208,746 - $236,294	2,247 Added 9.8%	25,176 $2.37 Billion
Q2 2023 Jan 15, 2025	BUY	$91.14 - $99.81 $190,664 - $208,802	2,092 Added 10.04%	22,929 $2.28 Billion
Q1 2023 Jan 15, 2025	SELL	$92.27 - $107.68 $3.27 Million - $3.82 Million	-35,492 Reduced 63.01%	20,837 $2.01 Billion

Others Institutions Holding IJR

# of Institutions

2,831

Shares Held

564M

Call Options Held

554K

Put Options Held

325K

View Full List

About ISHARES CORE S&P SM CAP ETF

Ticker IJR
Sector ETFs
Industry ETFs

More about IJR

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Goldstone Financial Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Goldstone Financial Group, LLC with notifications on news.

Account

Goldstone Financial Group, LLC Ishares Core S&P Sm Cap ETF Transaction History