Leverty Financial Group, LLC Ishares Core S&P Sm Cap ETF Transaction History

Leverty Financial Group, LLC

$311 Million
Q3 2025

A detailed history of Leverty Financial Group, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Leverty Financial Group, LLC holds 20,431 shares of IJR stock, worth $2.41 Million. This represents 0.78% of its overall portfolio holdings.

Number of Shares

20,431

Previous 19,201 6.41%

Holding current value

$2.41 Million

Previous $2.1 Million 15.68%

% of portfolio

0.78%

Previous 0.79%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 07, 2025	BUY	$108.46 - $120.63 $133,405 - $148,374	1,230 Added 6.41%	20,431 $2.43 Million
Q2 2025 Jul 17, 2025	BUY	$90.56 - $109.49 $603,129 - $729,203	6,660 Added 53.11%	19,201 $2.1 Million
Q1 2025 Apr 10, 2025	SELL	$102.49 - $119.96 $11,273 - $13,195	-110 Reduced 0.87%	12,541 $1.3 Million
Q4 2024 Jan 24, 2025	BUY	$113.92 - $127.38 $5,696 - $6,369	50 Added 0.4%	12,651 $1.46 Million
Q3 2024 Oct 16, 2024	SELL	$105.53 - $118.34 $36,302 - $40,708	-344 Reduced 2.66%	12,601 $1.47 Million
Q2 2024 Jul 15, 2024	SELL	$102.13 - $110.88 $22,162 - $24,060	-217 Reduced 1.65%	12,945 $1.38 Million
Q1 2024 Apr 23, 2024	BUY	$102.35 - $110.52 $38,074 - $41,113	372 Added 2.91%	13,162 $1.45 Million
Q4 2023 Jan 10, 2024	SELL	$87.61 - $110.11 $29,086 - $36,556	-332 Reduced 2.53%	12,790 $1.38 Million
Q3 2023 Oct 18, 2023	BUY	$92.9 - $105.16 $4,923 - $5,573	53 Added 0.41%	13,122 $1.24 Million
Q2 2023 Jul 27, 2023	SELL	$91.14 - $99.81 $6,197 - $6,787	-68 Reduced 0.52%	13,069 $1.3 Million
Q1 2023 Apr 21, 2023	BUY	$92.27 - $107.68 $3,413 - $3,984	37 Added 0.28%	13,137 $1.27 Million
Q4 2022 Jan 30, 2023	SELL	$89.09 - $102.13 $86,506 - $99,168	-971 Reduced 6.9%	13,100 $1.24 Million
Q3 2022 Oct 20, 2022	SELL	$87.04 - $106.5 $34,990 - $42,813	-402 Reduced 2.78%	14,071 $1.23 Million
Q2 2022 Jul 18, 2022	SELL	$89.03 - $109.02 $145,296 - $177,920	-1,632 Reduced 10.13%	14,473 $1.34 Million
Q1 2022 Apr 20, 2022	SELL	$102.32 - $116.69 $61,596 - $70,247	-602 Reduced 3.6%	16,105 $1.74 Million
Q4 2021 Feb 09, 2022	BUY	$108.26 - $120.32 $1.81 Million - $2.01 Million	16,707 New	16,707 $1.91 Million

Others Institutions Holding IJR

# of Institutions

2,861

Shares Held

542M

Call Options Held

554K

Put Options Held

325K

View Full List

About ISHARES CORE S&P SM CAP ETF

Ticker IJR
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Leverty Financial Group, LLC Ishares Core S&P Sm Cap ETF Transaction History