Milestone Asset Management Group, LLC Ishares Core S&P Sm Cap ETF Transaction History

Milestone Asset Management Group, LLC

$159 Billion
Q3 2025

A detailed history of Milestone Asset Management Group, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Milestone Asset Management Group, LLC holds 3,712 shares of IJR stock, worth $433,747. This represents 0.28% of its overall portfolio holdings.

Number of Shares

3,712

Previous 3,700 0.32%

Holding current value

$433,747

Previous $404 Million 9.07%

% of portfolio

0.28%

Previous 0.3%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 22, 2025	BUY	$108.46 - $120.63 $1,301 - $1,447	12 Added 0.32%	3,712 $441 Million
Q2 2025 Aug 01, 2025	BUY	$90.56 - $109.49 $64,116 - $77,518	708 Added 23.66%	3,700 $404 Million
Q1 2025 May 06, 2025	BUY	$102.49 - $119.96 $1,947 - $2,279	19 Added 0.64%	2,992 $313 Million
Q4 2024 Mar 27, 2025	BUY	$113.92 - $127.38 $338,684 - $378,700	2,973 New	2,973 $343 Million

Others Institutions Holding IJR

# of Institutions

2,880

Shares Held

537M

Call Options Held

490K

Put Options Held

336K

View Full List

About ISHARES CORE S&P SM CAP ETF

Ticker IJR
Sector ETFs
Industry ETFs

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Milestone Asset Management Group, LLC Ishares Core S&P Sm Cap ETF Transaction History