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

Sc&H Financial Advisors, Inc.

$548 Million
Q3 2025

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 7,012 shares of IJR stock, worth $819,352. This represents 0.15% of its overall portfolio holdings.

Number of Shares

7,012

Previous 7,279 3.67%

Holding current value

$819,352

Previous $795,000 4.78%

% of portfolio

0.15%

Previous 0.15%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 21, 2025	SELL	$108.46 - $120.63 $28,958 - $32,208	-267 Reduced 3.67%	7,012 $833,000
Q2 2025 Jul 16, 2025	SELL	$90.56 - $109.49 $15,304 - $18,503	-169 Reduced 2.27%	7,279 $795,000
Q1 2025 Apr 22, 2025	BUY	$102.49 - $119.96 $1,127 - $1,319	11 Added 0.15%	7,448 $778,000
Q4 2024 Jan 28, 2025	SELL	$113.92 - $127.38 $39,644 - $44,328	-348 Reduced 4.47%	7,437 $856,000
Q3 2024 Oct 24, 2024	BUY	$105.53 - $118.34 $422 - $473	4 Added 0.05%	7,785 $910,000
Q2 2024 Aug 01, 2024	SELL	$102.13 - $110.88 $15,421 - $16,742	-151 Reduced 1.9%	7,781 $829,000
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	$89.09 - $102.13 $25,568 - $29,311	-287 Reduced 2.14%	13,136 $1.24 Million
Q3 2022 Nov 09, 2022	BUY	$87.04 - $106.5 $28,897 - $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

2,880

Shares Held

537M

Call Options Held

490K

Put Options Held

336K

View Full List

About ISHARES CORE S&P SM CAP ETF

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