Powell Investment Advisors, LLC Ishares Core S&P Sm Cap ETF Transaction History

Powell Investment Advisors, LLC

  • $259 Million
  • Q2 2025

A detailed history of Powell Investment Advisors, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Powell Investment Advisors, LLC holds 6,969 shares of IJR stock, worth $772,792. This represents 0.29% of its overall portfolio holdings.

Number of Shares
6,969
Previous 5,784 20.49%
Holding current value
$772,792
Previous $604,000 25.99%
% of portfolio
0.29%
Previous 0.3%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 22, 2025
BUY
$90.56 - $109.49 $107,313 - $129,745
1,185 Added 20.49%
6,969 $761,000
Q1 2025

May 08, 2025
BUY
$102.49 - $119.96 $98,595 - $115,401
962 Added 19.95%
5,784 $604,000
Q4 2024

Jan 29, 2025
BUY
$113.92 - $127.38 $5,354 - $5,986
47 Added 0.98%
4,822 $555,000
Q3 2024

Nov 01, 2024
BUY
$105.53 - $118.34 $105,424 - $118,221
999 Added 26.46%
4,775 $558,000
Q2 2024

Jul 30, 2024
SELL
$102.13 - $110.88 $68,427 - $74,289
-670 Reduced 15.07%
3,776 $402,000
Q1 2024

Apr 15, 2024
SELL
$102.35 - $110.52 $171,129 - $184,789
-1,672 Reduced 27.33%
4,446 $491,000
Q4 2023

Jan 31, 2024
BUY
$87.61 - $110.11 $209,913 - $263,823
2,396 Added 64.37%
6,118 $662,000
Q2 2023

Aug 02, 2023
SELL
$91.14 - $99.81 $2,005 - $2,195
-22 Reduced 0.59%
3,722 $370,000
Q1 2023

May 10, 2023
SELL
$92.27 - $107.68 $17,900 - $20,889
-194 Reduced 4.93%
3,744 $362,000
Q4 2022

Feb 14, 2023
BUY
$89.09 - $102.13 $1,870 - $2,144
21 Added 0.54%
3,938 $372,000
Q2 2022

Aug 02, 2022
BUY
$89.03 - $109.02 $49,678 - $60,833
558 Added 16.61%
3,917 $362,000
Q1 2022

May 09, 2022
BUY
$102.32 - $116.69 $15,654 - $17,853
153 Added 4.77%
3,359 $362,000
Q4 2021

Jan 14, 2022
BUY
$108.26 - $120.32 $3,897 - $4,331
36 Added 1.14%
3,206 $367,000
Q2 2021

Jul 14, 2021
BUY
$106.38 - $116.3 $1,595 - $1,744
15 Added 0.48%
3,170 $358,000
Q1 2021

Apr 14, 2021
BUY
$91.04 - $115.01 $87,216 - $110,179
958 Added 43.6%
3,155 $342,000
Q4 2020

Jan 14, 2021
BUY
$71.23 - $92.42 $142 - $184
2 Added 0.09%
2,197 $202,000
Q3 2020

Oct 07, 2020
BUY
$65.69 - $75.96 $262 - $303
4 Added 0.18%
2,195 $154,000
Q2 2020

Jul 31, 2020
BUY
$50.99 - $75.55 $356 - $528
7 Added 0.32%
2,191 $150,000
Q1 2020

May 12, 2020
BUY
$49.11 - $85.52 $28,238 - $49,174
575 Added 35.74%
2,184 $123,000
Q4 2019

Feb 10, 2020
BUY
$75.05 - $84.14 $120,755 - $135,381
1,609 New
1,609 $135,000

Others Institutions Holding IJR

# of Institutions
2,809
Shares Held
555M
Call Options Held
533K
Put Options Held
382K
View Full List

About ISHARES CORE S&P SM CAP ETF

IJR Quotes by TradingView
  • Ticker IJR
  • Sector ETFs
  • Industry ETFs
More about IJR
Track This Portfolio

Track Powell Investment Advisors, LLC Portfolio

Follow Powell Investment Advisors, 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 Powell Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Powell Investment Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email