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

Landmark Wealth Management, LLC

$227 Million
Q1 2025

A detailed history of Landmark Wealth Management, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Landmark Wealth Management, LLC holds 61,936 shares of IJR stock, worth $6.66 Million. This represents 2.86% of its overall portfolio holdings.

Number of Shares

61,936

Previous 41,172 50.43%

Holding current value

$6.66 Million

Previous $4.74 Million 36.53%

% of portfolio

2.86%

Previous 2.1%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 02, 2025	BUY	$102.49 - $119.96 $2.13 Million - $2.49 Million	20,764 Added 50.43%	61,936 $6.48 Million
Q4 2024 Jan 22, 2025	SELL	$113.92 - $127.38 $45,226 - $50,569	-397 Reduced 0.96%	41,172 $4.74 Million
Q3 2024 Oct 30, 2024	BUY	$105.53 - $118.34 $4.39 Million - $4.92 Million	41,569 New	41,569 $4.86 Million
Q1 2024 Apr 24, 2024	SELL	$102.35 - $110.52 $50,151 - $54,154	-490 Reduced 1.25%	38,579 $4.26 Million
Q4 2023 Jan 22, 2024	BUY	$87.61 - $110.11 $226,647 - $284,854	2,587 Added 7.09%	39,069 $4.23 Million
Q3 2023 Oct 13, 2023	BUY	$92.9 - $105.16 $3.39 Million - $3.84 Million	36,482 New	36,482 $3.44 Million
Q1 2023 Apr 17, 2023	BUY	$92.27 - $107.68 $631,680 - $737,177	6,846 Added 23.89%	35,503 $3.43 Million
Q4 2022 Jan 20, 2023	SELL	$89.09 - $102.13 $60,046 - $68,835	-674 Reduced 2.3%	28,657 $2.71 Million
Q3 2022 Oct 24, 2022	BUY	$87.04 - $106.5 $2.55 Million - $3.12 Million	29,331 New	29,331 $2.56 Million
Q2 2022 Jul 21, 2022	SELL	$89.03 - $109.02 $3.02 Million - $3.69 Million	-33,886 Closed	0 $0
Q1 2022 Apr 26, 2022	SELL	$102.32 - $116.69 $6,855 - $7,818	-67 Reduced 0.2%	33,886 $3.66 Million
Q4 2021 Jan 27, 2022	BUY	$108.26 - $120.32 $3.68 Million - $4.09 Million	33,953 New	33,953 $4,000

Others Institutions Holding IJR

# of Institutions

2,810

Shares Held

547M

Call Options Held

533K

Put Options Held

388K

View Full List

About ISHARES CORE S&P SM CAP ETF

Ticker IJR
Sector ETFs
Industry ETFs

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