Schechter Investment Advisors, LLC Ishares Core S&P Sm Cap ETF Transaction History

Schechter Investment Advisors, LLC

$853 Million
Q1 2025

A detailed history of Schechter Investment Advisors, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Schechter Investment Advisors, LLC holds 20,844 shares of IJR stock, worth $2.46 Million. This represents 0.26% of its overall portfolio holdings.

Number of Shares

20,844

Previous 7,204 189.34%

Holding current value

$2.46 Million

Previous $830,000 162.53%

% of portfolio

0.26%

Previous 0.09%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 01, 2025	BUY	$102.49 - $119.96 $1.4 Million - $1.64 Million	13,640 Added 189.34%	20,844 $2.18 Million
Q4 2024 Feb 06, 2025	SELL	$113.92 - $127.38 $720,885 - $806,060	-6,328 Reduced 46.76%	7,204 $830,000
Q3 2024 Nov 12, 2024	SELL	$105.53 - $118.34 $750,845 - $841,989	-7,115 Reduced 34.46%	13,532 $1.58 Million
Q2 2024 Aug 12, 2024	BUY	$102.13 - $110.88 $1.03 Million - $1.11 Million	10,044 Added 94.73%	20,647 $2.2 Million
Q1 2024 May 06, 2024	SELL	$102.35 - $110.52 $925,960 - $999,874	-9,047 Reduced 46.04%	10,603 $1.17 Million
Q4 2023 Jan 17, 2024	SELL	$87.61 - $110.11 $180,388 - $226,716	-2,059 Reduced 9.48%	19,650 $2.13 Million
Q3 2023 Nov 06, 2023	BUY	$92.9 - $105.16 $684,487 - $774,818	7,368 Added 51.38%	21,709 $2.05 Million
Q2 2023 Jul 26, 2023	SELL	$91.14 - $99.81 $464,722 - $508,931	-5,099 Reduced 26.23%	14,341 $1.43 Million
Q1 2023 Apr 28, 2023	BUY	$92.27 - $107.68 $306,336 - $357,497	3,320 Added 20.6%	19,440 $1.88 Million
Q4 2022 Feb 13, 2023	SELL	$89.09 - $102.13 $354,489 - $406,375	-3,979 Reduced 19.8%	16,120 $1.53 Million
Q3 2022 Nov 04, 2022	SELL	$87.04 - $106.5 $373,749 - $457,311	-4,294 Reduced 17.6%	20,099 $1.75 Million
Q2 2022 Nov 03, 2022	BUY	$89.03 - $109.02 $2.17 Million - $2.66 Million	24,393 New	24,393 $2.25 Million
Q1 2022 Nov 18, 2022	SELL	$102.32 - $116.69 $875,040 - $997,932	-8,552 Reduced 42.55%	11,547 $1.25 Million
Q4 2021 Dec 27, 2022	SELL	$108.26 - $120.32 $906,460 - $1.01 Million	-8,373 Reduced 41.66%	11,726 $1.34 Million

Others Institutions Holding IJR

# of Institutions

2,839

Shares Held

545M

Call Options Held

554K

Put Options Held

325K

View Full List

About ISHARES CORE S&P SM CAP ETF

Ticker IJR
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Industry ETFs

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Schechter Investment Advisors, LLC Ishares Core S&P Sm Cap ETF Transaction History