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

Palo Alto Wealth Advisors, LLC

$256 Billion
Q1 2025

A detailed history of Palo Alto Wealth Advisors, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Palo Alto Wealth Advisors, LLC holds 2,433 shares of IJR stock, worth $269,600. This represents 0.1% of its overall portfolio holdings.

Number of Shares

2,433

Previous 2,433 -0.0%

Holding current value

$269,600

Previous $280 Million 6.25%

% of portfolio

0.1%

Previous 0.1%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$113.92 - $127.38 $227 - $254	2 Added 0.08%	2,433 $280 Million
Q3 2024 Nov 06, 2024	BUY	$105.53 - $118.34 $105 - $118	1 Added 0.04%	2,431 $282 Million
Q2 2024 Aug 13, 2024	SELL	$102.13 - $110.88 $83,133 - $90,256	-814 Reduced 25.09%	2,430 $259 Million
Q1 2024 Apr 30, 2024	BUY	$102.35 - $110.52 $1,023 - $1,105	10 Added 0.31%	3,244 $358 Million
Q3 2023 Oct 30, 2023	SELL	$92.9 - $105.16 $14,120 - $15,984	-152 Reduced 4.49%	3,234 $307 Million
Q2 2023 Aug 07, 2023	BUY	$91.14 - $99.81 $13,853 - $15,171	152 Added 4.7%	3,386 $337 Million
Q1 2023 Apr 18, 2023	SELL	$92.27 - $107.68 $23,067 - $26,920	-250 Reduced 7.18%	3,234 $313 Million
Q4 2022 Feb 07, 2023	BUY	$89.09 - $102.13 $310,389 - $355,820	3,484 New	3,484 $330 Million

Others Institutions Holding IJR

# of Institutions

2,806

Shares Held

557M

Call Options Held

533K

Put Options Held

388K

View Full List

About ISHARES CORE S&P SM CAP ETF

Ticker IJR
Sector ETFs
Industry ETFs

More about IJR

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