Premier Path Wealth Partners, LLC Ishares Core S&P Sm Cap ETF Transaction History

Premier Path Wealth Partners, LLC

$643 Billion
Q1 2025

A detailed history of Premier Path Wealth Partners, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Premier Path Wealth Partners, LLC holds 67,329 shares of IJR stock, worth $7.56 Million. This represents 1.1% of its overall portfolio holdings.

Number of Shares

67,329

Previous 63,055 6.78%

Holding current value

$7.56 Million

Previous $7.27 Billion 3.09%

% of portfolio

1.1%

Previous 1.11%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 21, 2025	BUY	$102.49 - $119.96 $438,042 - $512,709	4,274 Added 6.78%	67,329 $7.04 Billion
Q4 2024 Jan 15, 2025	BUY	$113.92 - $127.38 $132,830 - $148,525	1,166 Added 1.88%	63,055 $7.27 Billion
Q3 2024 Oct 15, 2024	BUY	$105.53 - $118.34 $239,658 - $268,750	2,271 Added 3.81%	61,889 $7.24 Billion
Q2 2024 Jul 24, 2024	BUY	$102.13 - $110.88 $285,555 - $310,020	2,796 Added 4.92%	59,618 $6.36 Billion
Q1 2024 Apr 24, 2024	BUY	$102.35 - $110.52 $933,227 - $1.01 Million	9,118 Added 19.11%	56,822 $6.28 Billion
Q4 2023 Jan 12, 2024	BUY	$87.61 - $110.11 $4.18 Million - $5.25 Million	47,704 New	47,704 $5.22 Billion

Others Institutions Holding IJR

# of Institutions

2,815

Shares Held

559M

Call Options Held

533K

Put Options Held

389K

View Full List

About ISHARES CORE S&P SM CAP ETF

Ticker IJR
Sector ETFs
Industry ETFs

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Premier Path Wealth Partners, LLC Ishares Core S&P Sm Cap ETF Transaction History