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

Modern Wealth Management, LLC

  • $3.04 Billion
  • Q1 2025

A detailed history of Modern Wealth Management, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Modern Wealth Management, LLC holds 34,806 shares of IJR stock, worth $3.67 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares
34,806
Previous 34,437 1.07%
Holding current value
$3.67 Million
Previous $3.6 Billion 99.9%
% of portfolio
0.12%
Previous 0.12%

Shares

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

May 30, 2025
BUY
$102.49 - $119.96 $37,818 - $44,265
369 Added 1.07%
34,806 $3.64 Million
Q1 2025

May 15, 2025
BUY
$102.49 - $119.96 $396,226 - $463,765
3,866 Added 12.65%
34,437 $3.6 Billion
Q4 2024

May 30, 2025
SELL
$113.92 - $127.38 $547,271 - $611,933
-4,804 Reduced 13.95%
29,633 $3.41 Million
Q4 2024

May 29, 2025
SELL
$113.92 - $127.38 $547,271 - $611,933
-4,804 Reduced 13.95%
29,633 $3.41 Million
Q4 2024

Feb 11, 2025
BUY
$113.92 - $127.38 $22,214 - $24,839
195 Added 0.64%
30,571 $3.59 Billion
Q3 2024

May 30, 2025
SELL
$105.53 - $118.34 $380,435 - $426,615
-3,605 Reduced 10.47%
30,832 $3.61 Million
Q3 2024

May 29, 2025
SELL
$105.53 - $118.34 $380,435 - $426,615
-3,605 Reduced 10.47%
30,832 $3.61 Million
Q3 2024

Nov 05, 2024
SELL
$105.53 - $118.34 $17,306 - $19,407
-164 Reduced 0.54%
30,376 $3.55 Billion
Q2 2024

May 29, 2025
SELL
$102.13 - $110.88 $388,298 - $421,565
-3,802 Reduced 11.04%
30,635 $3.27 Million
Q2 2024

Aug 07, 2024
BUY
$102.13 - $110.88 $1.51 Million - $1.64 Million
14,822 Added 94.3%
30,540 $3.26 Billion
Q1 2024

May 28, 2025
SELL
$102.35 - $110.52 $2.04 Million - $2.21 Million
-19,968 Reduced 57.98%
14,469 $1.6 Billion
Q1 2024

May 13, 2024
BUY
$102.35 - $110.52 $464,361 - $501,429
4,537 Added 40.58%
15,718 $1.71 Billion
Q4 2023

May 28, 2025
SELL
$87.61 - $110.11 $2.03 Million - $2.55 Million
-23,126 Reduced 67.15%
11,311 $1.22 Billion
Q4 2023

Feb 14, 2024
BUY
$87.61 - $110.11 $979,567 - $1.23 Million
11,181 New
11,181 $1.21 Billion

Others Institutions Holding IJR

# of Institutions
2,814
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
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