A detailed history of Sax Wealth Advisors, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 109,435 shares of IJR stock, worth $13.8 Million. This represents 1.16% of its overall portfolio holdings.

Number of Shares
109,435
Previous 115,645 5.37%
Holding current value
$13.8 Million
Previous $12.3 Million 3.77%
% of portfolio
1.16%
Previous 1.19%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 17, 2024

SELL
$105.53 - $118.34 $655,341 - $734,891
-6,210 Reduced 5.37%
109,435 $12.8 Million
Q2 2024

Jul 12, 2024

SELL
$102.13 - $110.88 $478,070 - $519,029
-4,681 Reduced 3.89%
115,645 $12.3 Million
Q1 2024

May 13, 2024

SELL
$102.35 - $110.52 $366,413 - $395,661
-3,580 Reduced 2.89%
120,326 $13.3 Million
Q4 2023

Feb 14, 2024

BUY
$87.61 - $110.11 $168,999 - $212,402
1,929 Added 1.58%
123,906 $13.4 Million
Q3 2023

Nov 07, 2023

SELL
$92.9 - $105.16 $45,985 - $52,054
-495 Reduced 0.4%
121,977 $11.5 Million
Q2 2023

Aug 10, 2023

SELL
$91.14 - $99.81 $55,048 - $60,285
-604 Reduced 0.49%
122,472 $12.2 Million
Q1 2023

May 05, 2023

SELL
$92.27 - $107.68 $87,656 - $102,296
-950 Reduced 0.77%
123,076 $11.9 Million
Q4 2022

Feb 06, 2023

BUY
$89.09 - $102.13 $248,204 - $284,534
2,786 Added 2.3%
124,026 $11.7 Million
Q3 2022

Nov 08, 2022

BUY
$87.04 - $106.5 $889,635 - $1.09 Million
10,221 Added 9.21%
121,240 $10.6 Million
Q2 2022

Aug 11, 2022

BUY
$89.03 - $109.02 $389,506 - $476,962
4,375 Added 4.1%
111,019 $10.3 Million
Q1 2022

Aug 11, 2022

SELL
$102.32 - $116.69 $533,087 - $607,954
-5,210 Reduced 4.66%
106,644 $11.5 Million
Q1 2022

Apr 20, 2022

SELL
$102.32 - $116.69 $1.2 Million - $1.36 Million
-11,688 Reduced 9.46%
111,854 $12.1 Million
Q4 2021

Feb 07, 2022

BUY
$108.26 - $120.32 $326,945 - $363,366
3,020 Added 2.51%
123,542 $14.1 Million
Q3 2021

Dec 10, 2021

BUY
$104.62 - $113.69 $323,066 - $351,074
3,088 Added 2.63%
120,522 $13.2 Million
Q2 2021

Aug 12, 2021

SELL
$106.38 - $116.3 $2.46 Million - $2.69 Million
-23,087 Reduced 16.43%
117,434 $13.3 Million
Q1 2021

May 14, 2021

BUY
$91.04 - $115.01 $2.71 Million - $3.42 Million
29,736 Added 26.84%
140,521 $15.3 Million
Q4 2020

Feb 16, 2021

BUY
$71.23 - $92.42 $7.89 Million - $10.2 Million
110,785 New
110,785 $10.2 Million

Others Institutions Holding IJR

About ISHARES CORE S&P SM CAP ETF


  • Ticker IJR
  • Sector ETFs
  • Industry ETFs
More about IJR
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