N.E.W. Advisory Services LLC Ishares Core S&P Sm Cap ETF Transaction History

N.E.W. Advisory Services LLC

$1.11 Billion
Q3 2025

A detailed history of N.E.W. Advisory Services LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, N.E.W. Advisory Services LLC holds 156 shares of IJR stock, worth $18,228. This represents 0.0% of its overall portfolio holdings.

Number of Shares

156

Previous 153 1.96%

Holding current value

$18,228

Previous $16,000 12.5%

% of portfolio

0.0%

Previous 0.0%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 27, 2025	BUY	$108.46 - $120.63 $325 - $361	3 Added 1.96%	156 $18,000
Q2 2025 Aug 18, 2025	SELL	$90.56 - $109.49 $10,323 - $12,481	-114 Reduced 42.7%	153 $16,000
Q1 2025 May 07, 2025	BUY	$102.49 - $119.96 $27,364 - $32,029	267 New	267 $27,000
Q2 2022 Aug 01, 2022	SELL	$89.03 - $109.02 $326,383 - $399,667	-3,666 Closed	0 $0
Q1 2022 Apr 11, 2022	BUY	$102.32 - $116.69 $129,230 - $147,379	1,263 Added 52.56%	3,666 $398,000

Q4 2021 Jan 18, 2022	SELL	$108.26 - $120.32 $11,583 - $12,874	-107 Reduced 4.26%	2,403 $275,000
Q3 2021 Oct 13, 2021	SELL	$104.62 - $113.69 $40,801 - $44,339	-390 Reduced 13.45%	2,510 $274,000
Q2 2021 Jul 15, 2021	SELL	$106.38 - $116.3 $81,487 - $89,085	-766 Reduced 20.89%	2,900 $325,000
Q1 2021 Apr 14, 2021	SELL	$91.04 - $115.01 $302,799 - $382,523	-3,326 Reduced 47.57%	3,666 $405,000
Q4 2020 Jan 14, 2021	BUY	$71.23 - $92.42 $498,040 - $646,200	6,992 New	6,992 $644,000

Others Institutions Holding IJR

# of Institutions

2,884

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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N.E.W. Advisory Services LLC Ishares Core S&P Sm Cap ETF Transaction History