Ima Wealth, Inc. Ishares Core S&P Sm Cap ETF Transaction History

Ima Wealth, Inc.

$841 Million
Q1 2025

A detailed history of Ima Wealth, Inc. transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Ima Wealth, Inc. holds 82,189 shares of IJR stock, worth $9.28 Million. This represents 1.02% of its overall portfolio holdings.

Number of Shares

82,189

Previous 68,488 20.0%

Holding current value

$9.28 Million

Previous $7.89 Million 8.91%

% of portfolio

1.02%

Previous 0.95%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 06, 2025	BUY	$102.49 - $119.96 $1.4 Million - $1.64 Million	13,701 Added 20.0%	82,189 $8.59 Million
Q4 2024 Feb 14, 2025	BUY	$113.92 - $127.38 $7.8 Million - $8.72 Million	68,488 New	68,488 $7.89 Million
Q3 2022 Nov 15, 2022	SELL	$87.04 - $106.5 $13,143 - $16,081	-151 Reduced 39.43%	232 $20,000
Q2 2022 Aug 18, 2022	BUY	$89.03 - $109.02 $14,778 - $18,097	166 Added 76.5%	383 $35,000
Q1 2022 Jun 13, 2022	SELL	$102.32 - $116.69 $2,558 - $2,917	-25 Reduced 10.33%	217 $23,000
Q4 2021 Feb 14, 2022	SELL	$108.26 - $120.32 $1,082 - $1,203	-10 Reduced 3.97%	242 $28,000
Q3 2021 Nov 03, 2021	SELL	$104.62 - $113.69 $2,615 - $2,842	-25 Reduced 9.03%	252 $28,000
Q2 2021 Aug 13, 2021	SELL	$106.38 - $116.3 $2,872 - $3,140	-27 Reduced 8.88%	277 $31,000
Q3 2020 Nov 16, 2020	SELL	$65.69 - $75.96 $24,830 - $28,712	-378 Reduced 55.43%	304 $21,000
Q2 2020 Aug 13, 2020	BUY	$50.99 - $75.55 $8,464 - $12,541	166 Added 32.17%	682 $47,000
Q1 2019 May 09, 2019	SELL	$68.34 - $81.18 $5,193 - $6,169	-76 Reduced 12.84%	516 $40,000
Q2 2018 Aug 01, 2018	BUY	$75.25 - $86.64 $44,548 - $51,290	592 New	592 $49,000

Others Institutions Holding IJR

# of Institutions

2,817

Shares Held

558M

Call Options Held

533K

Put Options Held

389K

View Full List

About ISHARES CORE S&P SM CAP ETF

Ticker IJR
Sector ETFs
Industry ETFs

More about IJR

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