Opal Wealth Advisors, LLC Ishares Core S&P Sm Cap ETF Transaction History

Opal Wealth Advisors, LLC

  • $348 Million
  • Q2 2025

A detailed history of Opal Wealth Advisors, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Opal Wealth Advisors, LLC holds 2,762 shares of IJR stock, worth $311,857. This represents 0.09% of its overall portfolio holdings.

Number of Shares
2,762
Previous 11,080 75.07%
Holding current value
$311,857
Previous $1.16 Million 74.01%
% of portfolio
0.09%
Previous 0.37%

Shares

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

Jul 14, 2025
SELL
$90.56 - $109.49 $753,278 - $910,737
-8,318 Reduced 75.07%
2,762 $301,000
Q1 2025

Apr 16, 2025
SELL
$102.49 - $119.96 $73,895 - $86,491
-721 Reduced 6.11%
11,080 $1.16 Million
Q2 2024

Jul 12, 2024
SELL
$102.13 - $110.88 $24,715 - $26,832
-242 Reduced 2.01%
11,801 $1.26 Million
Q1 2024

Apr 11, 2024
SELL
$102.35 - $110.52 $25,587 - $27,630
-250 Reduced 2.03%
12,043 $1.33 Million
Q4 2023

Jan 19, 2024
BUY
$87.61 - $110.11 $1.08 Million - $1.35 Million
12,293 New
12,293 $1.33 Million

Others Institutions Holding IJR

# of Institutions
2,819
Shares Held
559M
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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