A detailed history of Independent Advisor Alliance transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Independent Advisor Alliance holds 17,367 shares of IJR stock, worth $2.15 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
17,367
Previous 11,365 52.81%
Holding current value
$2.15 Million
Previous $1.26 Million 47.45%
% of portfolio
0.06%
Previous 0.05%

Shares

26 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024

BUY
$102.13 - $110.88 $612,984 - $665,501
6,002 Added 52.81%
17,367 $1.85 Million
Q1 2024

May 08, 2024

SELL
$102.35 - $110.52 $1.18 Million - $1.27 Million
-11,485 Reduced 50.26%
11,365 $1.26 Million
Q4 2023

Feb 08, 2024

SELL
$87.61 - $110.11 $14,192 - $17,837
-162 Reduced 0.7%
22,850 $2.47 Million
Q3 2023

Oct 24, 2023

SELL
$92.9 - $105.16 $94,386 - $106,842
-1,016 Reduced 4.23%
23,012 $2.17 Million
Q2 2023

Jul 28, 2023

BUY
$91.14 - $99.81 $984,403 - $1.08 Million
10,801 Added 81.66%
24,028 $2.39 Million
Q1 2023

May 12, 2023

BUY
$92.27 - $107.68 $190,814 - $222,682
2,068 Added 18.53%
13,227 $1.28 Million
Q4 2022

Feb 13, 2023

SELL
$89.09 - $102.13 $64,679 - $74,146
-726 Reduced 6.11%
11,159 $1.06 Million
Q3 2022

Nov 04, 2022

BUY
$87.04 - $106.5 $13,665 - $16,720
157 Added 1.34%
11,885 $1.04 Million
Q2 2022

Aug 04, 2022

BUY
$89.03 - $109.02 $17,182 - $21,040
193 Added 1.67%
11,728 $1.08 Million
Q1 2022

May 06, 2022

BUY
$102.32 - $116.69 $422,786 - $482,163
4,132 Added 55.82%
11,535 $1.24 Million
Q4 2021

Feb 11, 2022

BUY
$108.26 - $120.32 $482,406 - $536,145
4,456 Added 151.2%
7,403 $848,000
Q3 2021

Nov 01, 2021

BUY
$104.62 - $113.69 $12,345 - $13,415
118 Added 4.17%
2,947 $322,000
Q2 2021

Aug 12, 2021

SELL
$106.38 - $116.3 $359,670 - $393,210
-3,381 Reduced 54.44%
2,829 $320,000
Q1 2021

May 14, 2021

BUY
$91.04 - $115.01 $10,287 - $12,996
113 Added 1.85%
6,210 $674,000
Q4 2020

Feb 11, 2021

BUY
$71.23 - $92.42 $235,913 - $306,095
3,312 Added 118.92%
6,097 $560,000
Q3 2020

Nov 04, 2020

SELL
$65.69 - $75.96 $31,859 - $36,840
-485 Reduced 14.83%
2,785 $205,000
Q2 2020

Aug 06, 2020

BUY
$50.99 - $75.55 $166,737 - $247,048
3,270 New
3,270 $237,000
Q1 2020

May 14, 2020

SELL
$49.11 - $85.52 $16.1 Million - $28 Million
-327,632 Closed
0 $0
Q4 2019

Feb 07, 2020

BUY
$75.05 - $84.14 $24 Million - $26.9 Million
319,724 Added 4043.05%
327,632 $27.5 Million
Q3 2019

Nov 12, 2019

BUY
$73.61 - $80.67 $582,107 - $637,938
7,908 New
7,908 $643,000
Q2 2019

Aug 12, 2019

SELL
$73.17 - $81.37 $820,967 - $912,971
-11,220 Closed
0 $0
Q1 2019

May 07, 2019

SELL
$68.34 - $81.18 $20,296 - $24,110
-297 Reduced 2.58%
11,220 $866,000
Q4 2018

Feb 12, 2019

SELL
$65.14 - $85.94 $42,080 - $55,517
-646 Reduced 5.31%
11,517 $885,000
Q3 2018

Nov 13, 2018

BUY
$84.33 - $90.31 $112,580 - $120,563
1,335 Added 12.33%
12,163 $1,000
Q2 2018

Aug 08, 2018

SELL
$75.25 - $86.64 $108,284 - $124,674
-1,439 Reduced 11.73%
10,828 $1,000
Q1 2018

May 15, 2018

BUY
$73.35 - $80.36 $899,784 - $985,776
12,267 New
12,267 $843,000

Others Institutions Holding IJR

About ISHARES CORE S&P SM CAP ETF


  • Ticker IJR
  • Sector ETFs
  • Industry ETFs
More about IJR
Track This Portfolio

Track Independent Advisor Alliance Portfolio

Follow Independent Advisor Alliance and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Independent Advisor Alliance, based on Form 13F filings with the SEC.

News

Stay updated on Independent Advisor Alliance with notifications on news.