Oakwell Private Wealth Management, LLC Ishares Core S&P Sm Cap ETF Transaction History

Oakwell Private Wealth Management, LLC

  • $434 Million
  • Q2 2025

A detailed history of Oakwell Private Wealth Management, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Oakwell Private Wealth Management, LLC holds 204,615 shares of IJR stock, worth $24.4 Million. This represents 5.15% of its overall portfolio holdings.

Number of Shares
204,615
Previous 181,837 12.53%
Holding current value
$24.4 Million
Previous $19 Million 17.61%
% of portfolio
5.15%
Previous 5.25%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 05, 2025
BUY
$90.56 - $109.49 $2.06 Million - $2.49 Million
22,778 Added 12.53%
204,615 $22.4 Million
Q1 2025

May 05, 2025
BUY
$102.49 - $119.96 $947,827 - $1.11 Million
9,248 Added 5.36%
181,837 $19 Million
Q4 2024

Feb 04, 2025
BUY
$113.92 - $127.38 $2.04 Million - $2.28 Million
17,933 Added 11.6%
172,589 $19.9 Million
Q3 2024

Nov 04, 2024
SELL
$105.53 - $118.34 $1.07 Million - $1.2 Million
-10,160 Reduced 6.16%
154,656 $18.1 Million
Q2 2024

Aug 08, 2024
BUY
$102.13 - $110.88 $937,042 - $1.02 Million
9,175 Added 5.89%
164,816 $17.6 Million
Q1 2024

Apr 25, 2024
BUY
$102.35 - $110.52 $1.15 Million - $1.24 Million
11,215 Added 7.77%
155,641 $17.2 Million
Q4 2023

Feb 05, 2024
BUY
$87.61 - $110.11 $928,928 - $1.17 Million
10,603 Added 7.92%
144,426 $15.6 Million
Q3 2023

Oct 30, 2023
BUY
$92.9 - $105.16 $409,781 - $463,860
4,411 Added 3.41%
133,823 $12.6 Million
Q2 2023

Jul 26, 2023
BUY
$91.14 - $99.81 $917,506 - $1 Million
10,067 Added 8.44%
129,412 $12.9 Million
Q1 2023

May 04, 2023
BUY
$92.27 - $107.68 $177,342 - $206,960
1,922 Added 1.64%
119,345 $11.5 Million
Q4 2022

Feb 01, 2023
BUY
$89.09 - $102.13 $766,441 - $878,624
8,603 Added 7.91%
117,423 $11.1 Million
Q3 2022

Oct 27, 2022
SELL
$87.04 - $106.5 $373,662 - $457,204
-4,293 Reduced 3.8%
108,820 $9.49 Million
Q2 2022

Aug 03, 2022
BUY
$89.03 - $109.02 $114,937 - $140,744
1,291 Added 1.15%
113,113 $10.5 Million
Q1 2022

May 03, 2022
BUY
$102.32 - $116.69 $475,685 - $542,491
4,649 Added 4.34%
111,822 $12.1 Million
Q4 2021

Jan 21, 2022
BUY
$108.26 - $120.32 $314,278 - $349,288
2,903 Added 2.78%
107,173 $12.3 Million
Q3 2021

Oct 14, 2021
SELL
$104.62 - $113.69 $4.64 Million - $5.05 Million
-44,390 Reduced 29.86%
104,270 $11.4 Million
Q2 2021

Jul 29, 2021
SELL
$106.38 - $116.3 $94,997 - $103,855
-893 Reduced 0.6%
148,660 $16.8 Million
Q1 2021

Apr 21, 2021
BUY
$91.04 - $115.01 $220,680 - $278,784
2,424 Added 1.65%
149,553 $16.2 Million
Q4 2020

Feb 10, 2021
BUY
$71.23 - $92.42 $10.5 Million - $13.6 Million
147,129 New
147,129 $13.5 Million

Others Institutions Holding IJR

# of Institutions
2,831
Shares Held
564M
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
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