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

Guardian Wealth Advisors, LLC

$1.16 Billion
Q1 2025

A detailed history of Guardian Wealth Advisors, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Guardian Wealth Advisors, LLC holds 8,948 shares of IJR stock, worth $954,751. This represents 0.08% of its overall portfolio holdings.

Number of Shares

8,948

Previous 8,859 1.0%

Holding current value

$954,751

Previous $1.02 Million 8.33%

% of portfolio

0.08%

Previous 0.09%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	BUY	$102.49 - $119.96 $9,121 - $10,676	89 Added 1.0%	8,948 $935,000
Q4 2024 Feb 14, 2025	BUY	$113.92 - $127.38 $932,663 - $1.04 Million	8,187 Added 1218.3%	8,859 $1.02 Million
Q3 2024 Nov 14, 2024	SELL	$105.53 - $118.34 $28,704 - $32,188	-272 Reduced 28.81%	672 $78,000
Q2 2024 Aug 14, 2024	BUY	$102.13 - $110.88 $2,348 - $2,550	23 Added 2.5%	944 $100,000
Q1 2024 May 15, 2024	SELL	$102.35 - $110.52 $43,396 - $46,860	-424 Reduced 31.52%	921 $101,000
Q4 2023 Feb 14, 2024	BUY	$87.61 - $110.11 $26,107 - $32,812	298 Added 28.46%	1,345 $145,000
Q3 2023 Nov 14, 2023	SELL	$92.9 - $105.16 $1,300 - $1,472	-14 Reduced 1.32%	1,047 $98,000
Q2 2023 Aug 14, 2023	BUY	$91.14 - $99.81 $25,245 - $27,647	277 Added 35.33%	1,061 $105,000
Q4 2022 Feb 14, 2023	BUY	$89.09 - $102.13 $1,247 - $1,429	14 Added 1.82%	784 $74,000
Q3 2022 Nov 14, 2022	SELL	$87.04 - $106.5 $30,986 - $37,914	-356 Reduced 31.62%	770 $67,000
Q2 2022 Aug 15, 2022	BUY	$89.03 - $109.02 $1,602 - $1,962	18 Added 1.62%	1,126 $104,000
Q1 2022 May 16, 2022	SELL	$102.32 - $116.69 $818 - $933	-8 Reduced 0.72%	1,108 $120,000
Q4 2021 May 16, 2022	BUY	$108.26 - $120.32 $120,818 - $134,277	1,116 New	1,116 $128,000

Others Institutions Holding IJR

# of Institutions

2,820

Shares Held

548M

Call Options Held

533K

Put Options Held

389K

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About ISHARES CORE S&P SM CAP ETF

Ticker IJR
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Guardian Wealth Advisors, LLC Ishares Core S&P Sm Cap ETF Transaction History