Peterson Wealth Services Ishares Core S&P Sm Cap ETF Transaction History

Peterson Wealth Services

$321 Million
Q1 2025

A detailed history of Peterson Wealth Services transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Peterson Wealth Services holds 140 shares of IJR stock, worth $14,018. This represents 0.0% of its overall portfolio holdings.

Number of Shares

140

Previous 2,930 95.22%

Holding current value

$14,018

Previous $337,000 95.85%

% of portfolio

0.0%

Previous 0.1%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 05, 2025	SELL	$102.49 - $119.96 $285,947 - $334,688	-2,790 Reduced 95.22%	140 $14,000
Q4 2024 Jan 29, 2025	SELL	$113.92 - $127.38 $8,088 - $9,043	-71 Reduced 2.37%	2,930 $337,000
Q3 2024 Nov 06, 2024	BUY	$105.53 - $118.34 $1,266 - $1,420	12 Added 0.4%	3,001 $350,000
Q2 2024 Jul 30, 2024	SELL	$102.13 - $110.88 $32,273 - $35,038	-316 Reduced 9.56%	2,989 $318,000
Q1 2024 May 01, 2024	SELL	$102.35 - $110.52 $38,995 - $42,108	-381 Reduced 10.34%	3,305 $365,000
Q4 2023 Jan 31, 2024	BUY	$87.61 - $110.11 $322,930 - $405,865	3,686 New	3,686 $399,000
Q2 2023 Jul 13, 2023	BUY	$91.14 - $99.81 $86,218 - $94,420	946 Added 33.92%	3,735 $372,000
Q1 2023 Apr 06, 2023	BUY	$92.27 - $107.68 $17,992 - $20,997	195 Added 7.52%	2,789 $269,000
Q4 2022 Jan 20, 2023	BUY	$89.09 - $102.13 $23,519 - $26,962	264 Added 11.33%	2,594 $0
Q3 2022 Nov 09, 2022	BUY	$87.04 - $106.5 $7,311 - $8,946	84 Added 3.74%	2,330 $203,000
Q2 2022 Jul 11, 2022	SELL	$89.03 - $109.02 $39,084 - $47,859	-439 Reduced 16.35%	2,246 $208,000
Q1 2022 Apr 18, 2022	BUY	$102.32 - $116.69 $43,281 - $49,359	423 Added 18.7%	2,685 $290,000
Q4 2021 Jan 31, 2022	BUY	$108.26 - $120.32 $244,884 - $272,163	2,262 New	2,262 $259,000

Others Institutions Holding IJR

# of Institutions

2,808

Shares Held

534M

Call Options Held

877K

Put Options Held

273K

View Full List

About ISHARES CORE S&P SM CAP ETF

Ticker IJR
Sector ETFs
Industry ETFs

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Peterson Wealth Services Ishares Core S&P Sm Cap ETF Transaction History