Sar Wealth Management Group, LLC Ishares Core S&P Sm Cap ETF Transaction History

Sar Wealth Management Group, LLC

$149 Billion
Q1 2025

A detailed history of Sar Wealth Management Group, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Sar Wealth Management Group, LLC holds 67,960 shares of IJR stock, worth $6.8 Million. This represents 4.76% of its overall portfolio holdings.

Number of Shares

67,960

Previous 65,769 3.33%

Holding current value

$6.8 Million

Previous $7.58 Billion 6.22%

% of portfolio

4.76%

Previous 5.09%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 11, 2025	BUY	$102.49 - $119.96 $224,555 - $262,832	2,191 Added 3.33%	67,960 $7.11 Billion
Q4 2024 Jan 15, 2025	BUY	$113.92 - $127.38 $166,778 - $186,484	1,464 Added 2.28%	65,769 $7.58 Billion
Q3 2024 Oct 17, 2024	BUY	$105.53 - $118.34 $54,347 - $60,945	515 Added 0.81%	64,305 $7.52 Billion
Q2 2024 Jul 15, 2024	BUY	$102.13 - $110.88 $6.51 Million - $7.07 Million	63,790 New	63,790 $6.8 Billion

Others Institutions Holding IJR

# of Institutions

2,809

Shares Held

534M

Call Options Held

877K

Put Options Held

273K

View Full List

About ISHARES CORE S&P SM CAP ETF

Ticker IJR
Sector ETFs
Industry ETFs

More about IJR

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Sar Wealth Management Group, LLC Ishares Core S&P Sm Cap ETF Transaction History