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

Hillcrest Wealth Advisors Ny, LLC

  • $222 Million
  • Q3 2025

A detailed history of Hillcrest Wealth Advisors Ny, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Hillcrest Wealth Advisors Ny, LLC holds 5,550 shares of IJR stock, worth $653,734. This represents 0.3% of its overall portfolio holdings.

Number of Shares
5,550
Previous 5,950 6.72%
Holding current value
$653,734
Previous $650,000 1.38%
% of portfolio
0.3%
Previous 0.31%

Shares

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

Oct 20, 2025
SELL
$108.46 - $120.63 $43,384 - $48,252
-400 Reduced 6.72%
5,550 $659,000
Q3 2024

Oct 17, 2024
SELL
$105.53 - $118.34 $28,915 - $32,425
-274 Reduced 4.4%
5,950 $695,000
Q4 2023

Jan 12, 2024
SELL
$87.61 - $110.11 $17,522 - $22,022
-200 Reduced 3.11%
6,224 $673,000
Q3 2022

Nov 03, 2022
SELL
$87.04 - $106.5 $17,408 - $21,300
-200 Reduced 3.02%
6,424 $560,000
Q2 2021

Aug 03, 2021
BUY
$106.38 - $116.3 $704,661 - $770,371
6,624 New
6,624 $748,000

Others Institutions Holding IJR

# of Institutions
2,845
Shares Held
544M
Call Options Held
554K
Put Options Held
325K
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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