A detailed history of Outlook Wealth Advisors, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Outlook Wealth Advisors, LLC holds 6,379 shares of IJR stock, worth $769,562. This represents 0.26% of its overall portfolio holdings.

Number of Shares
6,379
Previous 6,400 0.33%
Holding current value
$769,562
Previous $682,000 9.38%
% of portfolio
0.26%
Previous 0.25%

Shares

24 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 23, 2024

SELL
$105.53 - $118.34 $2,216 - $2,485
-21 Reduced 0.33%
6,379 $746,000
Q2 2024

Jul 18, 2024

SELL
$102.13 - $110.88 $5,310 - $5,765
-52 Reduced 0.81%
6,400 $682,000
Q1 2024

Apr 22, 2024

SELL
$102.35 - $110.52 $19,037 - $20,556
-186 Reduced 2.8%
6,452 $713,000
Q4 2023

Jan 29, 2024

SELL
$87.61 - $110.11 $24,180 - $30,390
-276 Reduced 3.99%
6,638 $718,000
Q3 2023

Oct 10, 2023

SELL
$92.9 - $105.16 $10,126 - $11,462
-109 Reduced 1.55%
6,914 $652,000
Q2 2023

Jul 10, 2023

SELL
$91.14 - $99.81 $6,288 - $6,886
-69 Reduced 0.97%
7,023 $699,000
Q1 2023

Apr 18, 2023

SELL
$92.27 - $107.68 $42,997 - $50,178
-466 Reduced 6.17%
7,092 $685,000
Q4 2022

Feb 14, 2023

SELL
$89.09 - $102.13 $13,898 - $15,932
-156 Reduced 2.02%
7,558 $715,000
Q3 2022

Oct 25, 2022

SELL
$87.04 - $106.5 $6.23 Million - $7.62 Million
-71,563 Reduced 90.27%
7,714 $673,000
Q2 2022

Jul 28, 2022

SELL
$89.03 - $109.02 $557,060 - $682,138
-6,257 Reduced 7.32%
79,277 $7.33 Million
Q1 2022

May 13, 2022

SELL
$102.32 - $116.69 $2.38 Million - $2.72 Million
-23,267 Reduced 21.38%
85,534 $9.23 Million
Q4 2021

Jan 21, 2022

BUY
$108.26 - $120.32 $347,514 - $386,227
3,210 Added 3.04%
108,801 $12.5 Million
Q3 2021

Oct 22, 2021

BUY
$104.62 - $113.69 $491,714 - $534,343
4,700 Added 4.66%
105,591 $11.5 Million
Q2 2021

Jul 21, 2021

BUY
$106.38 - $116.3 $1.15 Million - $1.25 Million
10,771 Added 11.95%
100,891 $11.4 Million
Q1 2021

May 04, 2021

BUY
$91.04 - $115.01 $2.48 Million - $3.14 Million
27,268 Added 43.38%
90,120 $9.78 Million
Q4 2020

Feb 04, 2021

BUY
$71.23 - $92.42 $4.17 Million - $5.4 Million
58,480 Added 1337.6%
62,852 $5.78 Million
Q3 2020

Nov 10, 2020

SELL
$65.69 - $75.96 $45,523 - $52,640
-693 Reduced 13.68%
4,372 $307,000
Q2 2020

Jul 17, 2020

SELL
$50.99 - $75.55 $22,231 - $32,939
-436 Reduced 7.93%
5,065 $346,000
Q1 2020

Apr 16, 2020

SELL
$49.11 - $85.52 $611,714 - $1.07 Million
-12,456 Reduced 69.37%
5,501 $309,000
Q4 2019

Feb 12, 2020

SELL
$75.05 - $84.14 $1.58 Million - $1.77 Million
-20,991 Reduced 53.89%
17,957 $1.51 Million
Q3 2019

Oct 17, 2019

BUY
$73.61 - $80.67 $453,069 - $496,523
6,155 Added 18.77%
38,948 $3.03 Million
Q2 2019

Aug 15, 2019

BUY
$73.17 - $81.37 $921,868 - $1.03 Million
12,599 Added 62.39%
32,793 $2.57 Million
Q1 2019

May 06, 2019

BUY
$68.34 - $81.18 $810,854 - $963,200
11,865 Added 142.45%
20,194 $1.56 Million
Q4 2018

Feb 13, 2019

BUY
$65.14 - $85.94 $542,551 - $715,794
8,329 New
8,329 $5.77 Million

Others Institutions Holding IJR

About ISHARES CORE S&P SM CAP ETF


  • Ticker IJR
  • Sector ETFs
  • Industry ETFs
More about IJR
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