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

Marshall & Sterling Wealth Advisors Inc.

  • $148 Billion
  • Q2 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 1,031 shares of IJR stock, worth $121,441. This represents 0.08% of its overall portfolio holdings.

Number of Shares
1,031
Previous 19,744 94.78%
Holding current value
$121,441
Previous $2.06 Billion 94.56%
% of portfolio
0.08%
Previous 1.4%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 12, 2025
SELL
$90.56 - $109.49 $1.69 Million - $2.05 Million
-18,713 Reduced 94.78%
1,031 $112 Million
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
2,844
Shares Held
545M
Call Options Held
554K
Put Options Held
325K
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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