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

Hilltop Wealth Advisors, LLC

$198 Million
Q4 2024

A detailed history of Hilltop Wealth Advisors, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Hilltop Wealth Advisors, LLC holds 150,481 shares of IJR stock, worth $16.8 Million. This represents 8.77% of its overall portfolio holdings.

Number of Shares

150,481

Previous 147,998 1.68%

Holding current value

$16.8 Million

Previous $17.3 Million 0.17%

% of portfolio

8.77%

Previous 8.08%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 08, 2025	BUY	$113.92 - $127.38 $282,863 - $316,284	2,483 Added 1.68%	150,481 $17.3 Million
Q3 2024 Oct 09, 2024	BUY	$105.53 - $118.34 $136,872 - $153,486	1,297 Added 0.88%	147,998 $17.3 Million
Q2 2024 Jul 03, 2024	BUY	$102.13 - $110.88 $16,442 - $17,851	161 Added 0.11%	146,701 $15.6 Million
Q1 2024 Apr 05, 2024	BUY	$102.35 - $110.52 $15 Million - $16.2 Million	146,540 New	146,540 $16.2 Million
Q1 2023 Apr 19, 2023	SELL	$92.27 - $107.68 $328,112 - $382,910	-3,556 Reduced 2.57%	134,611 $13 Million
Q4 2022 Feb 02, 2023	SELL	$89.09 - $102.13 $204,639 - $234,592	-2,297 Reduced 1.64%	138,167 $13.1 Million
Q3 2022 Nov 10, 2022	SELL	$87.04 - $106.5 $1.76 Million - $2.16 Million	-20,235 Reduced 12.59%	140,464 $12.2 Million
Q2 2022 Jul 15, 2022	BUY	$89.03 - $109.02 $340,450 - $416,892	3,824 Added 2.44%	160,699 $14.9 Million
Q1 2022 Apr 19, 2022	SELL	$102.32 - $116.69 $260,609 - $297,209	-2,547 Reduced 1.6%	156,875 $16.9 Million
Q4 2021 Jan 19, 2022	SELL	$108.26 - $120.32 $49,041 - $54,504	-453 Reduced 0.28%	159,422 $18.3 Million
Q3 2021 Oct 21, 2021	BUY	$104.62 - $113.69 $682,017 - $741,145	6,519 Added 4.25%	159,875 $17.5 Million
Q2 2021 Jul 12, 2021	BUY	$106.38 - $116.3 $312,438 - $341,573	2,937 Added 1.95%	153,356 $17.3 Million
Q1 2021 Apr 13, 2021	BUY	$91.04 - $115.01 $13.7 Million - $17.3 Million	150,419 New	150,419 $16.3 Million

Others Institutions Holding IJR

# of Institutions

2,820

Shares Held

537M

Call Options Held

877K

Put Options Held

272K

View Full List

About ISHARES CORE S&P SM CAP ETF

Ticker IJR
Sector ETFs
Industry ETFs

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