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

Mc Naughton Wealth Management, LLC

  • $227 Million
  • Q3 2025

A detailed history of Mc Naughton Wealth Management, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Mc Naughton Wealth Management, LLC holds 5,882 shares of IJR stock, worth $687,311. This represents 0.31% of its overall portfolio holdings.

Number of Shares
5,882
Previous 5,880 0.03%
Holding current value
$687,311
Previous $642,000 8.72%
% of portfolio
0.31%
Previous 0.3%

Shares

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

Oct 07, 2025
BUY
$108.46 - $120.63 $216 - $241
2 Added 0.03%
5,882 $698,000
Q2 2025

Jul 21, 2025
BUY
$90.56 - $109.49 $271 - $328
3 Added 0.05%
5,880 $642,000
Q1 2025

Apr 09, 2025
BUY
$102.49 - $119.96 $204 - $239
2 Added 0.03%
5,877 $611,000
Q4 2024

Jan 13, 2025
BUY
$113.92 - $127.38 $797 - $891
7 Added 0.12%
5,875 $676,000
Q3 2024

Oct 04, 2024
SELL
$105.53 - $118.34 $17,412 - $19,526
-165 Reduced 2.73%
5,868 $686,000
Q2 2024

Jul 12, 2024
BUY
$102.13 - $110.88 $204 - $221
2 Added 0.03%
6,033 $643,000
Q1 2024

Apr 12, 2024
BUY
$102.35 - $110.52 $204 - $221
2 Added 0.03%
6,031 $666,000
Q4 2023

Jan 10, 2024
SELL
$87.61 - $110.11 $14,280 - $17,947
-163 Reduced 2.63%
6,029 $652,000
Q3 2023

Oct 05, 2023
SELL
$92.9 - $105.16 $12,169 - $13,775
-131 Reduced 2.07%
6,192 $584,000
Q2 2023

Aug 08, 2023
SELL
$91.14 - $99.81 $21,782 - $23,854
-239 Reduced 3.64%
6,323 $630,000
Q1 2023

Apr 12, 2023
BUY
$92.27 - $107.68 $22,052 - $25,735
239 Added 3.78%
6,562 $634,000
Q4 2022

Jan 31, 2023
SELL
$89.09 - $102.13 $20,757 - $23,796
-233 Reduced 3.55%
6,323 $598,000
Q1 2021

Apr 14, 2021
SELL
$91.04 - $115.01 $2,367 - $2,990
-26 Reduced 0.4%
6,556 $712,000
Q4 2020

Feb 26, 2021
SELL
$71.23 - $92.42 $16,240 - $21,071
-228 Reduced 3.35%
6,582 $605,000
Q2 2020

Jul 20, 2020
SELL
$50.99 - $75.55 $21,415 - $31,731
-420 Reduced 5.81%
6,810 $465,000
Q1 2020

Apr 17, 2020
SELL
$49.11 - $85.52 $9,478 - $16,505
-193 Reduced 2.6%
7,230 $406,000
Q4 2019

Feb 14, 2020
BUY
$75.05 - $84.14 $557,096 - $624,571
7,423 New
7,423 $622,000

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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