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

Pillar Wealth Advisors, LLC

$105 Million
Q1 2024

A detailed history of Pillar Wealth Advisors, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Pillar Wealth Advisors, LLC holds 16,524 shares of IJR stock, worth $1.76 Million. This represents 1.74% of its overall portfolio holdings.

Number of Shares

16,524

Previous 19,112 13.54%

Holding current value

$1.76 Million

Previous $2.07 Million 11.7%

% of portfolio

1.74%

Previous 2.0%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 06, 2024	SELL	$102.35 - $110.52 $264,881 - $286,025	-2,588 Reduced 13.54%	16,524 $1.83 Million
Q4 2023 Feb 05, 2024	BUY	$87.61 - $110.11 $326,872 - $410,820	3,731 Added 24.26%	19,112 $2.07 Million
Q3 2023 Nov 07, 2023	BUY	$92.9 - $105.16 $199,642 - $225,988	2,149 Added 16.24%	15,381 $1.45 Million
Q2 2023 Aug 04, 2023	BUY	$91.14 - $99.81 $555,224 - $608,042	6,092 Added 85.32%	13,232 $1.32 Million
Q1 2023 May 05, 2023	BUY	$92.27 - $107.68 $164,148 - $191,562	1,779 Added 33.18%	7,140 $690,000

Q4 2022 Feb 09, 2023	BUY	$93.02 - $102.13 $498,680 - $547,518	5,361 New	5,361 $507,000

Others Institutions Holding IJR

# of Institutions

2,450

Shares Held

481M

Call Options Held

625K

Put Options Held

581K

View Full List

About ISHARES CORE S&P SM CAP ETF

Ticker IJR
Sector ETFs
Industry ETFs

More about IJR

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