Private Wealth Asset Management, LLC Ishares Core S&P Sm Cap ETF Transaction History

Private Wealth Asset Management, LLC

$800 Million
Q3 2025

A detailed history of Private Wealth Asset Management, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Private Wealth Asset Management, LLC holds 228,356 shares of IJR stock, worth $26.7 Million. This represents 3.39% of its overall portfolio holdings.

Number of Shares

228,356

Previous 224,493 1.72%

Holding current value

$26.7 Million

Previous $24.5 Billion 99.89%

% of portfolio

3.39%

Previous 3.26%

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 03, 2025	BUY	$108.46 - $120.63 $418,980 - $465,993	3,863 Added 1.72%	228,356 $27.1 Million
Q2 2025 Jul 28, 2025	SELL	$90.56 - $109.49 $649,224 - $784,933	-7,169 Reduced 3.09%	224,493 $24.5 Billion
Q1 2025 May 15, 2025	BUY	$102.49 - $119.96 $23.7 Million - $27.8 Million	231,662 New	231,662 $24.2 Billion

Others Institutions Holding IJR

# of Institutions

2,879

Shares Held

537M

Call Options Held

490K

Put Options Held

336K

View Full List

About ISHARES CORE S&P SM CAP ETF

Ticker IJR
Sector ETFs
Industry ETFs

More about IJR

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Private Wealth Asset Management, LLC Ishares Core S&P Sm Cap ETF Transaction History