Kagan Cocozza Asset Management Ishares Core S&P Sm Cap ETF Transaction History

Kagan Cocozza Asset Management

  • $130 Billion
  • Q2 2025

A detailed history of Kagan Cocozza Asset Management transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Kagan Cocozza Asset Management holds 28,828 shares of IJR stock, worth $3.4 Million. This represents 2.42% of its overall portfolio holdings.

Number of Shares
28,828
Previous 25,444 13.3%
Holding current value
$3.4 Million
Previous $2.66 Billion 18.41%
% of portfolio
2.42%
Previous 2.17%

Shares

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

Jul 15, 2025
BUY
$90.56 - $109.49 $306,455 - $370,514
3,384 Added 13.3%
28,828 $3.15 Billion
Q1 2025

May 08, 2025
BUY
$102.49 - $119.96 $125,242 - $146,591
1,222 Added 5.05%
25,444 $2.66 Billion
Q4 2024

Apr 11, 2025
BUY
$113.92 - $127.38 $2.76 Million - $3.09 Million
24,222 New
24,222 $2.79 Billion

Others Institutions Holding IJR

# of Institutions
2,839
Shares Held
545M
Call Options Held
554K
Put Options Held
325K
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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