Independent Solutions Wealth Management, LLC Ishares Core S&P Sm Cap ETF Transaction History

Independent Solutions Wealth Management, LLC

  • $457 Billion
  • Q4 2024

A detailed history of Independent Solutions Wealth Management, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Independent Solutions Wealth Management, LLC holds 45,371 shares of IJR stock, worth $5.33 Million. This represents 1.14% of its overall portfolio holdings.

Number of Shares
45,371
Previous 52,820 14.1%
Holding current value
$5.33 Million
Previous $6.18 Billion 15.38%
% of portfolio
1.14%
Previous 1.4%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 11, 2025
SELL
$113.92 - $127.38 $848,590 - $948,853
-7,449 Reduced 14.1%
45,371 $5.23 Billion
Q3 2024

Dec 19, 2024
BUY
$105.53 - $118.34 $599,938 - $672,762
5,685 Added 12.06%
52,820 $6.18 Billion
Q2 2024

Dec 19, 2024
BUY
$102.13 - $110.88 $56,784 - $61,649
556 Added 1.19%
47,135 $5.03 Billion
Q1 2024

Dec 19, 2024
BUY
$102.35 - $110.52 $82,084 - $88,637
802 Added 1.75%
46,579 $5.15 Billion
Q4 2023

Dec 19, 2024
SELL
$87.61 - $110.11 $87,434 - $109,889
-998 Reduced 2.13%
45,777 $4.96 Billion
Q3 2023

Dec 19, 2024
BUY
$92.9 - $105.16 $27,033 - $30,601
291 Added 0.63%
46,775 $4.41 Billion
Q2 2023

Dec 19, 2024
SELL
$91.14 - $99.81 $108,456 - $118,773
-1,190 Reduced 2.5%
46,484 $4.63 Billion
Q1 2023

Dec 19, 2024
SELL
$92.27 - $107.68 $267,767 - $312,487
-2,902 Reduced 5.74%
47,674 $4.61 Billion
Q4 2022

Dec 19, 2024
BUY
$89.09 - $102.13 $413,823 - $474,393
4,645 Added 10.11%
50,576 $4.79 Billion
Q3 2022

Dec 19, 2024
SELL
$87.04 - $106.5 $118,461 - $144,946
-1,361 Reduced 2.88%
45,931 $4 Billion
Q2 2022

Dec 19, 2024
SELL
$89.03 - $109.02 $2.52 Million - $3.08 Million
-28,283 Reduced 37.42%
47,292 $4.37 Billion
Q1 2022

Dec 19, 2024
SELL
$102.32 - $116.69 $16,371 - $18,670
-160 Reduced 0.21%
75,575 $8.15 Billion
Q4 2021

Dec 19, 2024
SELL
$108.26 - $120.32 $347,947 - $386,708
-3,214 Reduced 4.07%
75,735 $8.67 Billion
Q3 2021

Dec 19, 2024
SELL
$104.62 - $113.69 $874,832 - $950,675
-8,362 Reduced 9.58%
78,949 $8.62 Billion
Q2 2021

Dec 19, 2024
SELL
$106.38 - $116.3 $360,521 - $394,140
-3,389 Reduced 3.74%
87,311 $9.86 Billion
Q1 2021

Dec 19, 2024
SELL
$91.04 - $115.01 $228,692 - $288,905
-2,512 Reduced 2.69%
90,700 $9.84 Billion
Q4 2020

Dec 19, 2024
BUY
$71.23 - $92.42 $264,833 - $343,617
3,718 Added 4.15%
93,212 $8.57 Billion
Q3 2020

Dec 19, 2024
SELL
$65.69 - $75.96 $188,267 - $217,701
-2,866 Reduced 3.1%
89,494 $6.29 Billion
Q2 2020

Dec 19, 2024
SELL
$50.99 - $75.55 $76,637 - $113,551
-1,503 Reduced 1.6%
92,360 $6.31 Billion
Q1 2020

Dec 19, 2024
BUY
$49.11 - $85.52 $654,881 - $1.14 Million
13,335 Added 16.56%
93,863 $5.27 Billion
Q4 2019

Dec 13, 2024
BUY
$75.05 - $84.14 $6.04 Million - $6.78 Million
80,528 New
80,528 $6.75 Billion

Others Institutions Holding IJR

# of Institutions
2,810
Shares Held
537M
Call Options Held
877K
Put Options Held
272K
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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