A detailed history of Lido Advisors, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Lido Advisors, LLC holds 144,366 shares of IJR stock, worth $16.5 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
144,366
Previous 147,300 1.99%
Holding current value
$16.5 Million
Previous $16.3 Million 5.41%
% of portfolio
0.09%
Previous 0.1%

Shares

33 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024

SELL
$102.13 - $110.88 $299,649 - $325,321
-2,934 Reduced 1.99%
144,366 $15.4 Million
Q1 2024

May 15, 2024

SELL
$102.35 - $110.52 $111,049 - $119,914
-1,085 Reduced 0.73%
147,300 $16.3 Million
Q4 2023

Feb 14, 2024

SELL
$87.61 - $110.11 $490,090 - $615,955
-5,594 Reduced 3.63%
148,385 $16.1 Million
Q3 2023

Nov 14, 2023

BUY
$92.9 - $105.16 $1.37 Million - $1.56 Million
14,796 Added 10.63%
153,979 $14.5 Million
Q2 2023

Aug 09, 2023

SELL
$91.14 - $99.81 $1.66 Million - $1.82 Million
-18,227 Reduced 11.58%
139,183 $13.9 Million
Q1 2023

May 15, 2023

BUY
$92.27 - $107.68 $9.91 Million - $11.6 Million
107,407 Added 214.8%
157,410 $15.2 Million
Q4 2022

Feb 14, 2023

BUY
$89.09 - $102.13 $431,195 - $494,309
4,840 Added 10.72%
50,003 $4.73 Million
Q3 2022

Nov 14, 2022

BUY
$87.04 - $106.5 $647,490 - $792,253
7,439 Added 19.72%
45,163 $3.94 Million
Q2 2022

Aug 15, 2022

BUY
$89.03 - $109.02 $11,573 - $14,172
130 Added 0.35%
37,724 $3.49 Million
Q1 2022

May 17, 2022

BUY
$102.32 - $116.69 $149,591 - $170,600
1,462 Added 4.05%
37,594 $4.06 Million
Q4 2021

Feb 15, 2022

BUY
$108.26 - $120.32 $154,811 - $172,057
1,430 Added 4.12%
36,132 $4.14 Million
Q3 2021

Feb 15, 2022

SELL
$104.62 - $113.69 $4.82 Million - $5.24 Million
-46,103 Reduced 57.05%
34,702 $3.79 Million
Q3 2021

Nov 12, 2021

BUY
$104.62 - $113.69 $5.21 Million - $5.66 Million
49,752 Added 160.22%
80,805 $3.79 Million
Q2 2021

Aug 12, 2021

BUY
$106.38 - $116.3 $268,822 - $293,890
2,527 Added 8.86%
31,053 $3.51 Million
Q1 2021

May 13, 2021

BUY
$91.04 - $115.01 $431,620 - $545,262
4,741 Added 19.93%
28,526 $3.1 Million
Q4 2020

Feb 08, 2021

BUY
$71.23 - $92.42 $148,941 - $193,250
2,091 Added 9.64%
23,785 $2.19 Million
Q3 2020

Nov 12, 2020

BUY
$65.69 - $75.96 $39,479 - $45,651
601 Added 2.85%
21,694 $1.52 Million
Q2 2020

Aug 12, 2020

SELL
$50.99 - $75.55 $815 - $1,208
-16 Reduced 0.08%
21,093 $1.44 Million
Q1 2020

May 13, 2020

SELL
$49.11 - $85.52 $66,740 - $116,221
-1,359 Reduced 6.05%
21,109 $1.18 Million
Q4 2019

Feb 07, 2020

SELL
$75.05 - $84.14 $226,275 - $253,682
-3,015 Reduced 11.83%
22,468 $1.88 Million
Q3 2019

Nov 12, 2019

BUY
$73.61 - $80.67 $296,133 - $324,535
4,023 Added 18.75%
25,483 $1.98 Million
Q2 2019

Aug 14, 2019

SELL
$73.17 - $81.37 $66,145 - $73,558
-904 Reduced 4.04%
21,460 $1.68 Million
Q1 2019

May 10, 2019

BUY
$68.34 - $81.18 $157,045 - $186,551
2,298 Added 11.45%
22,364 $1.73 Million
Q4 2018

Feb 14, 2019

SELL
$65.14 - $85.94 $52,893 - $69,783
-812 Reduced 3.89%
20,066 $1.39 Million
Q3 2018

Nov 14, 2018

SELL
$84.33 - $90.31 $74,463 - $79,743
-883 Reduced 4.06%
20,878 $1.83 Million
Q2 2018

Aug 14, 2018

BUY
$75.25 - $86.64 $222,965 - $256,714
2,963 Added 15.76%
21,761 $1.82 Million
Q1 2018

May 10, 2018

BUY
$73.35 - $80.36 $95,428 - $104,548
1,301 Added 7.44%
18,798 $1.45 Million
Q4 2017

Feb 15, 2018

SELL
$73.06 - $77.74 $9,570 - $10,183
-131 Reduced 0.74%
17,497 $1.34 Million
Q3 2017

Nov 13, 2017

BUY
$72.31 - $74.22 $804,448 - $825,697
11,125 Added 171.07%
17,628 $1.32 Million
Q4 2016

Sep 21, 2017

BUY
N/A
3,144 Added 93.6%
6,503 $894,000
Q3 2016

Sep 21, 2017

SELL
N/A
-47 Reduced 1.38%
3,359 $417,000
Q2 2016

Sep 18, 2017

BUY
N/A
1,128 Added 49.52%
3,406 $396,000
Q1 2016

Sep 18, 2017

BUY
N/A
2,278
2,278 $256,000

Others Institutions Holding IJR

About ISHARES CORE S&P SM CAP ETF


  • Ticker IJR
  • Sector ETFs
  • Industry ETFs
More about IJR
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