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

Quotient Wealth Partners, LLC

$3.4 Trillion
Q2 2025

A detailed history of Quotient Wealth Partners, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Quotient Wealth Partners, LLC holds 548,113 shares of IJR stock, worth $64.9 Million. This represents 1.76% of its overall portfolio holdings.

Number of Shares

548,113

Previous 531,601 3.11%

Holding current value

$64.9 Million

Previous $55.6 Billion 7.76%

% of portfolio

1.76%

Previous 1.78%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 29, 2025	BUY	$90.56 - $109.49 $1.5 Million - $1.81 Million	16,512 Added 3.11%	548,113 $59.9 Billion
Q1 2025 Apr 30, 2025	BUY	$102.49 - $119.96 $3.74 Million - $4.37 Million	36,447 Added 7.36%	531,601 $55.6 Billion
Q4 2024 Jan 28, 2025	BUY	$113.92 - $127.38 $201,182 - $224,953	1,766 Added 0.36%	495,154 $57.1 Billion
Q3 2024 Oct 09, 2024	BUY	$105.53 - $118.34 $747,996 - $838,793	7,088 Added 1.46%	493,388 $57.7 Billion
Q2 2024 Jul 24, 2024	BUY	$102.13 - $110.88 $1.71 Million - $1.85 Million	16,712 Added 3.56%	486,300 $51.9 Billion
Q1 2024 May 14, 2024	BUY	$102.35 - $110.52 $2.47 Million - $2.67 Million	24,118 Added 5.41%	469,588 $51.9 Billion
Q4 2023 Feb 07, 2024	BUY	$87.61 - $110.11 $39 Million - $49.1 Million	445,470 New	445,470 $48.2 Billion

Others Institutions Holding IJR

# of Institutions

2,829

Shares Held

564M

Call Options Held

554K

Put Options Held

325K

View Full List

About ISHARES CORE S&P SM CAP ETF

Ticker IJR
Sector ETFs
Industry ETFs

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