Lifelong Wealth Advisors, Inc. Ishares Core S&P Sm Cap ETF Transaction History

Lifelong Wealth Advisors, Inc.

  • $213 Billion
  • Q1 2025

A detailed history of Lifelong Wealth Advisors, Inc. transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Lifelong Wealth Advisors, Inc. holds 2,931 shares of IJR stock, worth $293,481. This represents 0.14% of its overall portfolio holdings.

Number of Shares
2,931
Previous 3,436 14.7%
Holding current value
$293,481
Previous $396 Million 22.58%
% of portfolio
0.14%
Previous 0.18%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 23, 2025
SELL
$102.49 - $119.96 $51,757 - $60,579
-505 Reduced 14.7%
2,931 $307 Million
Q4 2024

Feb 13, 2025
BUY
$113.92 - $127.38 $391,429 - $437,677
3,436 New
3,436 $396 Million

Others Institutions Holding IJR

# of Institutions
2,812
Shares Held
535M
Call Options Held
877K
Put Options Held
272K
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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