Shares

25 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Aug 07, 2023

SELL
$91.14 - $99.81 $5.44 Million - $5.96 Million
-59,682 Reduced 59.48%
40,663 $4.05 Million
Q1 2023

May 03, 2023

BUY
$92.27 - $107.68 $2.88 Million - $3.37 Million
31,265 Added 45.26%
100,345 $9.7 Million
Q4 2022

Jan 19, 2023

SELL
$89.09 - $102.13 $183,079 - $209,877
-2,055 Reduced 2.89%
69,080 $0
Q3 2022

Oct 12, 2022

SELL
$87.04 - $106.5 $226,042 - $276,580
-2,597 Reduced 3.52%
71,135 $6.36 Million
Q2 2022

Jul 12, 2022

SELL
$89.03 - $109.02 $319,350 - $391,054
-3,587 Reduced 4.64%
73,732 $6.81 Million
Q1 2022

Apr 19, 2022

SELL
$102.32 - $116.69 $254,162 - $289,857
-2,484 Reduced 3.11%
77,319 $8.11 Million
Q4 2021

Jan 26, 2022

SELL
$108.26 - $120.32 $7.76 Million - $8.63 Million
-71,696 Reduced 47.32%
79,803 $9.14 Million
Q3 2021

Oct 18, 2021

SELL
$104.62 - $113.69 $4.07 Million - $4.43 Million
-38,941 Reduced 20.45%
151,499 $17 Million
Q2 2021

Jul 23, 2021

SELL
$106.38 - $116.3 $10.5 Million - $11.5 Million
-99,044 Reduced 34.21%
190,440 $21.7 Million
Q1 2021

Apr 19, 2021

SELL
$91.04 - $115.01 $2.35 Million - $2.97 Million
-25,781 Reduced 8.18%
289,484 $31.7 Million
Q4 2020

Jan 25, 2021

BUY
$71.23 - $92.42 $13.5 Million - $17.5 Million
189,812 Added 151.3%
315,265 $30.8 Million
Q3 2020

Oct 15, 2020

SELL
$65.69 - $75.96 $4.48 Million - $5.18 Million
-68,223 Reduced 35.23%
125,453 $9.23 Million
Q2 2020

Jul 13, 2020

BUY
$50.99 - $75.55 $1.86 Million - $2.76 Million
36,547 Added 23.26%
193,676 $13 Million
Q1 2020

Apr 09, 2020

SELL
$49.11 - $85.52 $8.66 Million - $15.1 Million
-176,393 Reduced 52.89%
157,129 $8.82 Million
Q4 2019

Jan 29, 2020

BUY
$75.05 - $84.14 $12.7 Million - $14.2 Million
168,955 Added 102.67%
333,522 $28.5 Million
Q3 2019

Oct 09, 2019

SELL
$73.61 - $80.67 $7.81 Million - $8.56 Million
-106,092 Reduced 39.2%
164,567 $12.4 Million
Q2 2019

Jul 25, 2019

SELL
$73.17 - $81.37 $167,851 - $186,662
-2,294 Reduced 0.84%
270,659 $21.2 Million
Q1 2019

Apr 09, 2019

SELL
$68.34 - $81.18 $2.06 Million - $2.45 Million
-30,179 Reduced 9.96%
272,953 $21.3 Million
Q4 2018

Jan 17, 2019

BUY
$65.14 - $85.94 $204,148 - $269,335
3,134 Added 1.04%
303,132 $21 Million
Q3 2018

Oct 19, 2018

BUY
$84.33 - $90.31 $12.6 Million - $13.5 Million
149,688 Added 99.59%
299,998 $26.2 Million
Q2 2018

Jul 09, 2018

SELL
$75.25 - $86.64 $22,725 - $26,165
-302 Reduced 0.2%
150,310 $11.6 Million
Q1 2018

Apr 09, 2018

SELL
$73.35 - $80.36 $1.05 Million - $1.15 Million
-14,252 Reduced 8.64%
150,612 $11.6 Million
Q4 2017

Feb 13, 2018

BUY
$73.06 - $77.74 $663,896 - $706,423
9,087 Added 5.83%
164,864 $12.7 Million
Q3 2017

Nov 01, 2017

BUY
$72.31 - $74.22 $2.32 Million - $2.38 Million
32,019 Added 25.87%
155,777 $11.6 Million
Q2 2017

Aug 09, 2017

BUY
N/A
123,758
123,758 $8.68 Million

Others Institutions Holding IJR

About ISHARES CORE S&P SM CAP ETF


  • Ticker IJR
  • Sector ETFs
  • Industry ETFs
More about IJR
Track This Portfolio

Track Polaris Wealth Advisory Group, LLC Portfolio

Follow Polaris Wealth Advisory Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Polaris Wealth Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Polaris Wealth Advisory Group, LLC with notifications on news.