Journey Beyond Wealth, LLC Ishares Core S&P Sm Cap ETF Transaction History

Journey Beyond Wealth, LLC

  • $119 Billion
  • Q2 2025

A detailed history of Journey Beyond Wealth, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Journey Beyond Wealth, LLC holds 36,368 shares of IJR stock, worth $4.11 Million. This represents 3.35% of its overall portfolio holdings.

Number of Shares
36,368
Previous 36,955 1.59%
Holding current value
$4.11 Million
Previous $3.86 Billion 2.85%
% of portfolio
3.35%
Previous 3.61%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 21, 2025
SELL
$90.56 - $109.49 $53,158 - $64,270
-587 Reduced 1.59%
36,368 $3.97 Billion
Q1 2025

Apr 24, 2025
BUY
$102.49 - $119.96 $238,699 - $279,386
2,329 Added 6.73%
36,955 $3.86 Billion
Q4 2024

Feb 11, 2025
BUY
$113.92 - $127.38 $3.94 Million - $4.41 Million
34,626 New
34,626 $3.99 Billion

Others Institutions Holding IJR

# of Institutions
2,819
Shares Held
559M
Call Options Held
533K
Put Options Held
389K
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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