Holos Integrated Wealth LLC Ishares Core S&P Sm Cap ETF Transaction History

Holos Integrated Wealth LLC

  • $179 Billion
  • Q4 2025

A detailed history of Holos Integrated Wealth LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Holos Integrated Wealth LLC holds 458 shares of IJR stock, worth $53,517. This represents 0.03% of its overall portfolio holdings.

Number of Shares
458
Previous 420 9.05%
Holding current value
$53,517
Previous $48 Million 15.82%
% of portfolio
0.03%
Previous 0.03%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 05, 2026
BUY
$114.27 - $121.15 $4,342 - $4,603
38 Added 9.05%
458 $55.6 Million
Q2 2025

Aug 13, 2025
SELL
$90.56 - $109.49 $15,214 - $18,394
-168 Reduced 28.57%
420 $46.6 Million
Q4 2024

Aug 08, 2025
BUY
$113.92 - $127.38 $66,984 - $74,899
588 New
588 $67.7 Million

Others Institutions Holding IJR

# of Institutions
2,881
Shares Held
537M
Call Options Held
490K
Put Options Held
348K
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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