Sc&H Financial Advisors, Inc. Ishares Core S&P Sm Cap ETF Transaction History

Sc&H Financial Advisors, Inc.

$379 Million
Q1 2024

A detailed history of Sc&H Financial Advisors, Inc. transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Sc&H Financial Advisors, Inc. holds 7,932 shares of IJR stock, worth $837,143. This represents 0.23% of its overall portfolio holdings.

Number of Shares

7,932

Previous 7,813 1.52%

Holding current value

$837,143

Previous $845,000 3.67%

% of portfolio

0.23%

Previous 0.25%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 02, 2024	BUY	$102.35 - $110.52 $12,179 - $13,151	119 Added 1.52%	7,932 $876,000
Q4 2023 Feb 01, 2024	BUY	$87.61 - $110.11 $3,679 - $4,624	42 Added 0.54%	7,813 $845,000
Q3 2023 Oct 30, 2023	SELL	$92.9 - $105.16 $5,388 - $6,099	-58 Reduced 0.74%	7,771 $733,000
Q2 2023 Aug 07, 2023	BUY	$91.14 - $99.81 $1,822 - $1,996	20 Added 0.26%	7,829 $780,000
Q1 2023 May 12, 2023	SELL	$92.27 - $107.68 $491,522 - $573,611	-5,327 Reduced 40.55%	7,809 $755,000

Q4 2022 Feb 10, 2023	SELL	$93.02 - $102.13 $26,696 - $29,311	-287 Reduced 2.14%	13,136 $1.24 Million
Q3 2022 Nov 09, 2022	BUY	$88.85 - $106.5 $29,498 - $35,358	332 Added 2.54%	13,423 $1.17 Million
Q2 2022 Aug 10, 2022	SELL	$89.03 - $109.02 $120,991 - $148,158	-1,359 Reduced 9.4%	13,091 $1.21 Million
Q1 2022 May 10, 2022	BUY	$102.32 - $116.69 $647,583 - $738,531	6,329 Added 77.93%	14,450 $1.56 Million
Q4 2021 Feb 10, 2022	BUY	$108.26 - $120.32 $879,179 - $977,118	8,121 New	8,121 $930,000

Others Institutions Holding IJR

# of Institutions

2,452

Shares Held

481M

Call Options Held

625K

Put Options Held

581K

View Full List

About ISHARES CORE S&P SM CAP ETF

Ticker IJR
Sector ETFs
Industry ETFs

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Sc&H Financial Advisors, Inc. Ishares Core S&P Sm Cap ETF Transaction History