Orba Wealth Advisors, L.L.C. Ishares Core S&P Sm Cap ETF Transaction History

Orba Wealth Advisors, L.L.C.

  • $198 Billion
  • Q1 2025

A detailed history of Orba Wealth Advisors, L.L.C. transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Orba Wealth Advisors, L.L.C. holds 1,915 shares of IJR stock, worth $184,414. This represents 0.1% of its overall portfolio holdings.

Number of Shares
1,915
Previous 2,015 4.96%
Holding current value
$184,414
Previous $232 Million 13.75%
% of portfolio
0.1%
Previous 0.12%

Shares

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

Apr 17, 2025
SELL
$102.49 - $119.96 $10,249 - $11,996
-100 Reduced 4.96%
1,915 $200 Million
Q3 2024

Oct 09, 2024
SELL
$105.53 - $118.34 $15,723 - $17,632
-149 Reduced 6.89%
2,015 $236 Million
Q2 2024

Jul 16, 2024
BUY
$102.13 - $110.88 $15,217 - $16,521
149 Added 7.39%
2,164 $231 Million
Q4 2023

Feb 12, 2024
BUY
$87.61 - $110.11 $176,534 - $221,871
2,015 New
2,015 $218 Million

Others Institutions Holding IJR

# of Institutions
2,835
Shares Held
538M
Call Options Held
877K
Put Options Held
272K
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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