Serenus Wealth Advisors, LLC Ishares Core S&P Sm Cap ETF Transaction History

Serenus Wealth Advisors, LLC

  • $591 Billion
  • Q2 2025

A detailed history of Serenus Wealth Advisors, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Serenus Wealth Advisors, LLC holds 63,857 shares of IJR stock, worth $7.62 Million. This represents 1.18% of its overall portfolio holdings.

Number of Shares
63,857
Previous 83,178 23.23%
Holding current value
$7.62 Million
Previous $8.7 Billion 19.75%
% of portfolio
1.18%
Previous 1.44%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
SELL
$90.56 - $109.49 $1.75 Million - $2.12 Million
-19,321 Reduced 23.23%
63,857 $6.98 Billion
Q1 2025

May 07, 2025
BUY
$102.49 - $119.96 $1.56 Million - $1.82 Million
15,196 Added 22.35%
83,178 $8.7 Billion
Q4 2024

Jan 28, 2025
BUY
$113.92 - $127.38 $7.74 Million - $8.66 Million
67,982 New
67,982 $7.83 Billion

Others Institutions Holding IJR

# of Institutions
2,835
Shares Held
564M
Call Options Held
554K
Put Options Held
325K
View Full List

About ISHARES CORE S&P SM CAP ETF

IJR Quotes by TradingView
  • Ticker IJR
  • Sector ETFs
  • Industry ETFs
More about IJR
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