A detailed history of Sequoia Financial Advisors, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Sequoia Financial Advisors, LLC holds 868,939 shares of IJR stock, worth $105 Million. This represents 1.14% of its overall portfolio holdings.

Number of Shares
868,939
Previous 841,353 3.28%
Holding current value
$105 Million
Previous $89.7 Million 13.25%
% of portfolio
1.14%
Previous 1.11%

Shares

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

Oct 21, 2024

BUY
$105.53 - $118.34 $2.91 Million - $3.26 Million
27,586 Added 3.28%
868,939 $102 Million
Q2 2024

Jul 15, 2024

BUY
$102.13 - $110.88 $4.53 Million - $4.92 Million
44,373 Added 5.57%
841,353 $89.7 Million
Q1 2024

Apr 30, 2024

BUY
$102.35 - $110.52 $1.73 Million - $1.87 Million
16,885 Added 2.16%
796,980 $88.1 Million
Q4 2023

Jan 25, 2024

BUY
$87.61 - $110.11 $6.38 Million - $8.02 Million
72,808 Added 10.29%
780,095 $84.4 Million
Q3 2023

Nov 08, 2023

BUY
$92.9 - $105.16 $1.66 Million - $1.88 Million
17,919 Added 2.6%
707,287 $66.7 Million
Q2 2023

Aug 08, 2023

BUY
$91.14 - $99.81 $4.1 Million - $4.49 Million
44,981 Added 6.98%
689,368 $68.7 Million
Q1 2023

Apr 24, 2023

BUY
$92.27 - $107.68 $2.87 Million - $3.35 Million
31,098 Added 5.07%
644,387 $62.3 Million
Q4 2022

Feb 10, 2023

BUY
$89.09 - $102.13 $92,475 - $106,010
1,038 Added 0.17%
613,289 $58 Million
Q4 2022

Jan 17, 2023

BUY
$89.09 - $102.13 $9.91 Million - $11.4 Million
111,241 Added 22.2%
612,251 $0
Q3 2022

Oct 26, 2022

SELL
$87.04 - $106.5 $234,746 - $287,230
-2,697 Reduced 0.54%
501,010 $43.7 Million
Q2 2022

Jul 22, 2022

BUY
$89.03 - $109.02 $36.6 Million - $44.9 Million
411,559 Added 446.63%
503,707 $46.6 Million
Q1 2022

May 13, 2022

BUY
$102.32 - $116.69 $1.46 Million - $1.67 Million
14,284 Added 18.34%
92,148 $9.94 Million
Q4 2021

Feb 11, 2022

BUY
$108.26 - $120.32 $8.17 Million - $9.08 Million
75,424 Added 3091.15%
77,864 $8.92 Million
Q3 2021

Oct 26, 2021

SELL
$104.62 - $113.69 $2.57 Million - $2.79 Million
-24,536 Reduced 90.95%
2,440 $266,000
Q2 2021

Jul 27, 2021

BUY
$106.38 - $116.3 $211,377 - $231,088
1,987 Added 7.95%
26,976 $3.05 Million
Q1 2021

May 14, 2021

BUY
$91.04 - $115.01 $217,494 - $274,758
2,389 Added 10.57%
24,989 $2.71 Million
Q4 2020

Feb 12, 2021

BUY
$71.23 - $92.42 $105,705 - $137,151
1,484 Added 7.03%
22,600 $2.08 Million
Q3 2020

Oct 23, 2020

BUY
$65.69 - $75.96 $133,022 - $153,819
2,025 Added 10.61%
21,116 $1.48 Million
Q2 2020

Aug 25, 2020

BUY
$50.99 - $75.55 $973,450 - $1.44 Million
19,091 New
19,091 $1.3 Million
Q2 2020

Aug 11, 2020

SELL
$50.99 - $75.55 $1.03 Million - $1.52 Million
-20,109 Closed
0 $1.3 Million
Q1 2020

May 11, 2020

SELL
$49.11 - $85.52 $55,494 - $96,637
-1,130 Reduced 5.32%
20,109 $1.13 Million
Q4 2019

Feb 13, 2020

BUY
$75.05 - $84.14 $44,429 - $49,810
592 Added 2.87%
21,239 $1.78 Million
Q3 2019

Oct 22, 2019

BUY
$73.61 - $80.67 $40,264 - $44,126
547 Added 2.72%
20,647 $1.61 Million
Q2 2019

Jul 31, 2019

BUY
$73.17 - $81.37 $56,267 - $62,573
769 Added 3.98%
20,100 $1.57 Million
Q1 2019

May 13, 2019

BUY
$68.34 - $81.18 $109,412 - $129,969
1,601 Added 9.03%
19,331 $1.49 Million
Q4 2018

Feb 14, 2019

BUY
$65.14 - $85.94 $1,889 - $2,492
29 Added 0.16%
17,730 $1.23 Million
Q3 2018

Nov 14, 2018

BUY
$84.33 - $90.31 $84,498 - $90,490
1,002 Added 6.0%
17,701 $1.54 Million
Q2 2018

Aug 14, 2018

SELL
$75.25 - $86.64 $20,844 - $23,999
-277 Reduced 1.63%
16,699 $1.39 Million
Q1 2018

May 14, 2018

BUY
$73.35 - $80.36 $24,572 - $26,920
335 Added 2.01%
16,976 $1.31 Million
Q4 2017

Feb 13, 2018

BUY
$73.06 - $77.74 $504,114 - $536,406
6,900 Added 70.83%
16,641 $1.28 Million
Q3 2017

Nov 13, 2017

BUY
$72.31 - $74.22 $181,787 - $186,589
2,514 Added 34.79%
9,741 $723,000
Q2 2017

Aug 09, 2017

BUY
N/A
7,227
7,227 $507,000

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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