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

Magnolia Wealth Management, LLC

  • $114 Million
  • Q3 2025

A detailed history of Magnolia Wealth Management, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Magnolia Wealth Management, LLC holds 82,362 shares of IJR stock, worth $9.62 Million. This represents 8.58% of its overall portfolio holdings.

Number of Shares
82,362
Previous 76,474 7.7%
Holding current value
$9.62 Million
Previous $8 Million 22.4%
% of portfolio
8.58%
Previous 8.47%

Shares

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

Nov 21, 2025
BUY
$108.46 - $120.63 $638,612 - $710,269
5,888 Added 7.7%
82,362 $9.79 Million
Q2 2025

Nov 24, 2025
SELL
$90.56 - $109.49 $132,760 - $160,512
-1,466 Reduced 1.78%
80,896 $8.84 Million
Q1 2025

May 07, 2025
BUY
$102.49 - $119.96 $247,103 - $289,223
2,411 Added 3.26%
76,474 $8 Million
Q4 2024

Feb 06, 2025
BUY
$113.92 - $127.38 $415,124 - $464,172
3,644 Added 5.17%
74,063 $8.53 Million
Q3 2024

Nov 07, 2024
SELL
$105.53 - $118.34 $222,140 - $249,105
-2,105 Reduced 2.9%
70,419 $8.24 Million
Q2 2024

Jul 17, 2024
SELL
$102.13 - $110.88 $6.12 Million - $6.64 Million
-59,903 Reduced 45.23%
72,524 $7.74 Million
Q1 2024

May 10, 2024
BUY
$102.35 - $110.52 $6.75 Million - $7.29 Million
65,932 Added 99.15%
132,427 $14.6 Million
Q4 2023

Feb 14, 2024
BUY
$87.61 - $110.11 $399,326 - $501,881
4,558 Added 7.36%
66,495 $7.2 Million
Q3 2023

Nov 13, 2023
BUY
$92.9 - $105.16 $291,334 - $329,781
3,136 Added 5.33%
61,937 $5.84 Million
Q2 2023

Jul 24, 2023
BUY
$91.14 - $99.81 $577,280 - $632,196
6,334 Added 12.07%
58,801 $5.86 Million
Q1 2023

May 11, 2023
SELL
$92.27 - $107.68 $163,871 - $191,239
-1,776 Reduced 3.27%
52,467 $5.07 Million
Q4 2022

Feb 13, 2023
BUY
$89.09 - $102.13 $378,543 - $433,950
4,249 Added 8.5%
54,243 $5.13 Million
Q2 2022

Jul 22, 2022
BUY
$89.03 - $109.02 $191,592 - $234,611
2,152 Added 4.5%
49,994 $4.62 Million
Q1 2022

May 19, 2022
SELL
$102.32 - $116.69 $375 Million - $428 Million
-3,665,484 Reduced 98.71%
47,842 $5.16 Million
Q1 2022

Apr 27, 2022
BUY
$102.32 - $116.69 $375 Million - $428 Million
3,667,087 Added 7930.72%
3,713,326 $399 Million
Q4 2021

Feb 15, 2022
BUY
$108.26 - $120.32 $5.01 Million - $5.56 Million
46,239 New
46,239 $5.3 Million

Others Institutions Holding IJR

# of Institutions
2,879
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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