Shepherd Wealth Management LTD Liability CO Ishares Core S&P Sm Cap ETF Transaction History

Shepherd Wealth Management LTD Liability CO

$97.3 Billion
Q1 2025

A detailed history of Shepherd Wealth Management LTD Liability CO transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Shepherd Wealth Management LTD Liability CO holds 13,044 shares of IJR stock, worth $1.37 Million. This represents 1.39% of its overall portfolio holdings.

Number of Shares

13,044

Previous 67,578 80.7%

Holding current value

$1.37 Million

Previous $7.79 Billion 82.63%

% of portfolio

1.39%

Previous 7.66%

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 12, 2025	SELL	$102.49 - $119.96 $5.59 Million - $6.54 Million	-54,534 Reduced 80.7%	13,044 $1.35 Billion
Q4 2024 Feb 07, 2025	BUY	$113.92 - $127.38 $7.7 Million - $8.61 Million	67,578 New	67,578 $7.79 Billion

Others Institutions Holding IJR

# of Institutions

2,814

Shares Held

548M

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

More about IJR

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Shepherd Wealth Management LTD Liability CO Ishares Core S&P Sm Cap ETF Transaction History