Morling Financial Advisors, LLC Ishares Core S&P Sm Cap ETF Transaction History

Morling Financial Advisors, LLC

$254 Million
Q3 2025

A detailed history of Morling Financial Advisors, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Morling Financial Advisors, LLC holds 1,098 shares of IJR stock, worth $128,301. This represents 0.05% of its overall portfolio holdings.

Number of Shares

1,098

Previous 1,088 0.92%

Holding current value

$128,301

Previous $118,000 10.17%

% of portfolio

0.05%

Previous 0.05%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 04, 2025	BUY	$108.46 - $120.63 $1,084 - $1,206	10 Added 0.92%	1,098 $130,000
Q1 2025 May 06, 2025	SELL	$102.49 - $119.96 $2,049 - $2,399	-20 Reduced 1.81%	1,088 $113,000
Q4 2024 Feb 07, 2025	BUY	$113.92 - $127.38 $2,278 - $2,547	20 Added 1.84%	1,108 $127,000
Q1 2024 May 13, 2024	SELL	$102.35 - $110.52 $2,047 - $2,210	-20 Reduced 1.81%	1,088 $120,000
Q4 2023 Feb 02, 2024	BUY	$87.61 - $110.11 $1,752 - $2,202	20 Added 1.84%	1,108 $119,000

Q2 2023 Jul 28, 2023	SELL	$91.14 - $99.81 $27,250 - $29,843	-299 Reduced 21.56%	1,088 $108,000
Q1 2023 May 02, 2023	BUY	$92.27 - $107.68 $65,419 - $76,345	709 Added 104.57%	1,387 $134,000
Q4 2022 Feb 03, 2023	SELL	$89.09 - $102.13 $356 - $408	-4 Reduced 0.59%	678 $64,000
Q3 2022 Nov 01, 2022	BUY	$87.04 - $106.5 $261 - $319	3 Added 0.44%	682 $60,000
Q2 2022 Aug 01, 2022	SELL	$89.03 - $109.02 $534 - $654	-6 Reduced 0.88%	679 $63,000
Q1 2022 May 06, 2022	BUY	$102.32 - $116.69 $102 - $116	1 Added 0.15%	685 $74,000
Q4 2021 Feb 04, 2022	BUY	$108.26 - $120.32 $74,049 - $82,298	684 New	684 $78,000

Others Institutions Holding IJR

# of Institutions

2,882

Shares Held

537M

Call Options Held

490K

Put Options Held

348K

View Full List

About ISHARES CORE S&P SM CAP ETF

Ticker IJR
Sector ETFs
Industry ETFs

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Morling Financial Advisors, LLC Ishares Core S&P Sm Cap ETF Transaction History