New Insight Wealth Advisors Ishares Core S&P Sm Cap ETF Transaction History

New Insight Wealth Advisors

  • $220 Billion
  • Q1 2025

A detailed history of New Insight Wealth Advisors transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, New Insight Wealth Advisors holds 2,419 shares of IJR stock, worth $258,107. This represents 0.11% of its overall portfolio holdings.

Number of Shares
2,419
Previous 2,970 18.55%
Holding current value
$258,107
Previous $342 Million 26.08%
% of portfolio
0.11%
Previous 0.17%

Shares

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

Apr 30, 2025
SELL
$102.49 - $119.96 $56,471 - $66,097
-551 Reduced 18.55%
2,419 $253 Million
Q4 2024

Feb 07, 2025
SELL
$113.92 - $127.38 $17,771 - $19,871
-156 Reduced 4.99%
2,970 $342 Million
Q3 2024

Nov 13, 2024
SELL
$105.53 - $118.34 $8,970 - $10,058
-85 Reduced 2.65%
3,126 $366 Million
Q2 2024

Aug 15, 2024
BUY
$102.13 - $110.88 $7,864 - $8,537
77 Added 2.46%
3,211 $342 Million
Q1 2024

May 08, 2024
BUY
$102.35 - $110.52 $5,219 - $5,636
51 Added 1.65%
3,134 $346 Million
Q4 2023

May 08, 2024
BUY
$87.61 - $110.11 $270,101 - $339,469
3,083 New
3,083 $334 Million

Others Institutions Holding IJR

# of Institutions
2,818
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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