Shared Vision Wealth Group LLC Ishares Core S&P Sm Cap ETF Transaction History

Shared Vision Wealth Group LLC

$183 Billion
Q1 2025

A detailed history of Shared Vision Wealth Group LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Shared Vision Wealth Group LLC holds 4,180 shares of IJR stock, worth $476,269. This represents 0.24% of its overall portfolio holdings.

Number of Shares

4,180

Previous 4,084 2.35%

Holding current value

$476,269

Previous $471 Million 7.12%

% of portfolio

0.24%

Previous 0.25%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 02, 2025	BUY	$102.49 - $119.96 $9,839 - $11,516	96 Added 2.35%	4,180 $437 Million
Q4 2024 Feb 06, 2025	SELL	$113.92 - $127.38 $21,872 - $24,456	-192 Reduced 4.49%	4,084 $471 Million
Q3 2024 Nov 12, 2024	BUY	$105.53 - $118.34 $1,582 - $1,775	15 Added 0.35%	4,276 $500 Million
Q2 2024 Jul 23, 2024	SELL	$102.13 - $110.88 $5,923 - $6,431	-58 Reduced 1.34%	4,261 $454 Million
Q1 2024 May 06, 2024	SELL	$102.35 - $110.52 $46,876 - $50,618	-458 Reduced 9.59%	4,319 $477 Million
Q4 2023 Feb 07, 2024	BUY	$87.61 - $110.11 $418,512 - $525,995	4,777 New	4,777 $517 Million

Others Institutions Holding IJR

# of Institutions

2,820

Shares Held

559M

Call Options Held

533K

Put Options Held

389K

View Full List

About ISHARES CORE S&P SM CAP ETF

Ticker IJR
Sector ETFs
Industry ETFs

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Shared Vision Wealth Group LLC Ishares Core S&P Sm Cap ETF Transaction History