Northern Oak Wealth Management Inc Ishares Core S&P Sm Cap ETF Transaction History

Northern Oak Wealth Management Inc

  • $813 Million
  • Q3 2025

A detailed history of Northern Oak Wealth Management Inc transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Northern Oak Wealth Management Inc holds 7,816 shares of IJR stock, worth $920,646. This represents 0.11% of its overall portfolio holdings.

Number of Shares
7,816
Previous 11,240 30.46%
Holding current value
$920,646
Previous $1.23 Million 24.43%
% of portfolio
0.11%
Previous 0.16%

Shares

33 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 31, 2025
SELL
$108.46 - $120.63 $371,367 - $413,037
-3,424 Reduced 30.46%
7,816 $928,000
Q2 2025

Jul 16, 2025
BUY
$90.56 - $109.49 $2,626 - $3,175
29 Added 0.26%
11,240 $1.23 Million
Q1 2025

May 09, 2025
SELL
$102.49 - $119.96 $33,001 - $38,627
-322 Reduced 2.79%
11,211 $1.17 Million
Q4 2024

Jan 21, 2025
BUY
$113.92 - $127.38 $22,214 - $24,839
195 Added 1.72%
11,533 $1.33 Million
Q3 2024

Oct 30, 2024
BUY
$105.53 - $118.34 $14,563 - $16,330
138 Added 1.23%
11,338 $1.33 Million
Q2 2024

Jul 26, 2024
SELL
$102.13 - $110.88 $129,092 - $140,152
-1,264 Reduced 10.14%
11,200 $1.19 Million
Q1 2024

May 01, 2024
SELL
$102.35 - $110.52 $7,062 - $7,625
-69 Reduced 0.55%
12,464 $1.38 Million
Q4 2023

Jan 11, 2024
SELL
$87.61 - $110.11 $708,414 - $890,349
-8,086 Reduced 39.22%
12,533 $1.36 Million
Q3 2023

Oct 24, 2023
BUY
$92.9 - $105.16 $4,273 - $4,837
46 Added 0.22%
20,619 $1.94 Million
Q2 2023

Jul 31, 2023
SELL
$91.14 - $99.81 $1.04 Million - $1.13 Million
-11,371 Reduced 35.6%
20,573 $2.05 Million
Q1 2023

May 09, 2023
BUY
$92.27 - $107.68 $1.97 Million - $2.3 Million
21,391 Added 202.7%
31,944 $3.09 Million
Q4 2022

Feb 13, 2023
BUY
$89.09 - $102.13 $1,336 - $1,531
15 Added 0.14%
10,553 $998,000
Q3 2022

Nov 14, 2022
SELL
$87.04 - $106.5 $27,156 - $33,228
-312 Reduced 2.88%
10,538 $919,000
Q2 2022

Aug 16, 2022
BUY
$89.03 - $109.02 $54,308 - $66,502
610 Added 5.96%
10,850 $1 Million
Q1 2022

May 24, 2022
SELL
$102.32 - $116.69 $6,139 - $7,001
-60 Reduced 0.58%
10,240 $1.11 Million
Q4 2021

Feb 16, 2022
SELL
$108.26 - $120.32 $4,871 - $5,414
-45 Reduced 0.43%
10,300 $1.18 Million
Q3 2021

Nov 15, 2021
BUY
$104.62 - $113.69 $7,951 - $8,640
76 Added 0.74%
10,345 $1.13 Million
Q2 2021

Aug 17, 2021
SELL
$106.38 - $116.3 $5,425 - $5,931
-51 Reduced 0.49%
10,269 $1.16 Million
Q1 2021

May 14, 2021
SELL
$91.04 - $115.01 $305,621 - $386,088
-3,357 Reduced 24.54%
10,320 $1.12 Million
Q4 2020

Feb 16, 2021
SELL
$71.23 - $92.42 $3,775 - $4,898
-53 Reduced 0.39%
13,677 $1.26 Million
Q3 2020

Nov 16, 2020
SELL
$65.69 - $75.96 $12,218 - $14,128
-186 Reduced 1.34%
13,730 $964,000
Q2 2020

Aug 17, 2020
BUY
$50.99 - $75.55 $42,423 - $62,857
832 Added 6.36%
13,916 $950,000
Q1 2020

May 15, 2020
BUY
$49.11 - $85.52 $1,276 - $2,223
26 Added 0.2%
13,084 $734,000
Q4 2019

Jan 27, 2020
SELL
$75.05 - $84.14 $3,002 - $3,365
-40 Reduced 0.31%
13,058 $1.09 Million
Q3 2019

Oct 31, 2019
SELL
$73.61 - $80.67 $159,365 - $174,650
-2,165 Reduced 14.18%
13,098 $1.02 Million
Q2 2019

Jul 30, 2019
BUY
$73.17 - $81.37 $10,829 - $12,042
148 Added 0.98%
15,263 $0
Q1 2019

Apr 24, 2019
BUY
$68.34 - $81.18 $5,945 - $7,062
87 Added 0.58%
15,115 $0
Q4 2018

Feb 14, 2019
BUY
$65.14 - $85.94 $1,107 - $1,460
17 Added 0.11%
15,028 $1.04 Million
Q3 2018

Nov 15, 2018
SELL
$84.33 - $90.31 $41,743 - $44,703
-495 Reduced 3.19%
15,011 $0
Q2 2018

Aug 13, 2018
SELL
$75.25 - $86.64 $22,876 - $26,338
-304 Reduced 1.92%
15,506 $0
Q1 2018

May 11, 2018
SELL
$73.35 - $80.36 $35,941 - $39,376
-490 Reduced 3.01%
15,810 $0
Q4 2017

Feb 16, 2018
BUY
$73.06 - $77.74 $99,653 - $106,037
1,364 Added 9.13%
16,300 $0
Q3 2017

Nov 15, 2017
BUY
$72.31 - $74.22 $1.08 Million - $1.11 Million
14,936
14,936 $0

Others Institutions Holding IJR

# of Institutions
2,861
Shares Held
542M
Call Options Held
554K
Put Options Held
325K
View Full List

About ISHARES CORE S&P SM CAP ETF

IJR Quotes by TradingView
  • Ticker IJR
  • Sector ETFs
  • Industry ETFs
More about IJR
Track This Portfolio

Track Northern Oak Wealth Management Inc Portfolio

Follow Northern Oak Wealth Management Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Northern Oak Wealth Management Inc, based on Form 13F filings with the SEC.

News

Stay updated on Northern Oak Wealth Management Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email