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

Lifelong Wealth Advisors, Inc.

  • $336 Billion
  • Q3 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 2,894 shares of IJR stock, worth $338,163. This represents 0.1% of its overall portfolio holdings.

Number of Shares
2,894
Previous 2,893 0.03%
Holding current value
$338,163
Previous $316 Million 8.78%
% of portfolio
0.1%
Previous 0.1%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 21, 2025
BUY
$108.46 - $120.63 $108 - $120
1 Added 0.03%
2,894 $344 Million
Q2 2025

Jul 09, 2025
SELL
$90.56 - $109.49 $3,441 - $4,160
-38 Reduced 1.3%
2,893 $316 Million
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
2,881
Shares Held
537M
Call Options Held
490K
Put Options Held
336K
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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