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 $2.19 Million. This represents 1.4% of its overall portfolio holdings.

Number of Shares
19,744
Previous 24,307 18.77%
Holding current value
$2.19 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
2,806
Shares Held
557M
Call Options Held
533K
Put Options Held
388K
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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