Moss Adams Wealth Advisors LLC Ishares Core S&P Sm Cap ETF Transaction History

Moss Adams Wealth Advisors LLC

$946 Billion
Q4 2024

A detailed history of Moss Adams Wealth Advisors LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Moss Adams Wealth Advisors LLC holds 785,275 shares of IJR stock, worth $92.7 Million. This represents 9.56% of its overall portfolio holdings.

Number of Shares

785,275

Previous 776,534 1.13%

Holding current value

$92.7 Million

Previous $90.8 Billion 0.38%

% of portfolio

9.56%

Previous 9.94%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	BUY	$113.92 - $127.38 $995,774 - $1.11 Million	8,741 Added 1.13%	785,275 $90.5 Billion
Q3 2024 Oct 17, 2024	BUY	$105.53 - $118.34 $3.02 Million - $3.39 Million	28,615 Added 3.83%	776,534 $90.8 Billion
Q2 2024 Jul 23, 2024	BUY	$102.13 - $110.88 $4.62 Million - $5.01 Million	45,207 Added 6.43%	747,919 $79.8 Billion
Q1 2024 May 07, 2024	BUY	$102.35 - $110.52 $13.6 Million - $14.7 Million	133,015 Added 23.35%	702,712 $77.7 Billion
Q4 2023 Feb 06, 2024	BUY	$87.61 - $110.11 $1.11 Million - $1.4 Million	12,707 Added 2.28%	569,697 $61.7 Billion
Q3 2023 Dec 20, 2023	BUY	$92.9 - $105.16 $2.23 Million - $2.52 Million	23,983 Added 4.5%	556,990 $52.7 Billion
Q2 2023 Dec 20, 2023	SELL	$91.14 - $99.81 $514,120 - $563,028	-5,641 Reduced 1.05%	533,007 $53.1 Billion
Q1 2023 Dec 20, 2023	BUY	$92.27 - $107.68 $11.6 Million - $13.5 Million	125,788 Added 30.47%	538,648 $52.1 Billion
Q4 2022 Dec 20, 2023	BUY	$89.09 - $102.13 $36.8 Million - $42.2 Million	412,860 New	412,860 $39.1 Billion

Others Institutions Holding IJR

# of Institutions

2,589

Shares Held

500M

Call Options Held

1.04M

Put Options Held

671K

View Full List

About ISHARES CORE S&P SM CAP ETF

Ticker IJR
Sector ETFs
Industry ETFs

More about IJR

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Moss Adams Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Moss Adams Wealth Advisors LLC with notifications on news.

Account

Moss Adams Wealth Advisors LLC Ishares Core S&P Sm Cap ETF Transaction History