Marshall & Sterling Wealth Advisors Inc. Ishares Core S&P Sm Cap ETF Transaction History

Marshall & Sterling Wealth Advisors Inc.

  • $147 Billion
  • Q1 2025

A detailed history of Marshall & Sterling Wealth Advisors Inc. transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Marshall & Sterling Wealth Advisors Inc. holds 19,744 shares of IJR stock, worth $2.11 Million. This represents 1.4% of its overall portfolio holdings.

Number of Shares
19,744
Previous 24,307 18.77%
Holding current value
$2.11 Million
Previous $2.8 Billion 26.29%
% of portfolio
1.4%
Previous 1.94%

Shares

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

May 15, 2025
SELL
$102.49 - $119.96 $467,661 - $547,377
-4,563 Reduced 18.77%
19,744 $2.06 Billion
Q4 2024

Feb 14, 2025
BUY
$113.92 - $127.38 $2.77 Million - $3.1 Million
24,307 New
24,307 $2.8 Billion

Others Institutions Holding IJR

# of Institutions
2,820
Shares Held
548M
Call Options Held
533K
Put Options Held
389K
View Full List

About ISHARES CORE S&P SM CAP ETF

IJR Quotes by TradingView
  • Ticker IJR
  • Sector ETFs
  • Industry ETFs
More about IJR
Track This Portfolio

Track Marshall & Sterling Wealth Advisors Inc. Portfolio

Follow Marshall & Sterling Wealth Advisors Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Marshall & Sterling Wealth Advisors Inc., based on Form 13F filings with the SEC.

News

Stay updated on Marshall & Sterling Wealth Advisors Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email