Sound Financial Strategies Group, LLC Ishares Core S&P Sm Cap ETF Transaction History

Sound Financial Strategies Group, LLC

$128 Million
Q3 2025

A detailed history of Sound Financial Strategies Group, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Sound Financial Strategies Group, LLC holds 8,479 shares of IJR stock, worth $990,771. This represents 0.79% of its overall portfolio holdings.

Number of Shares

8,479

Previous 7,422 14.24%

Holding current value

$990,771

Previous $811,000 24.17%

% of portfolio

0.79%

Previous 0.73%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 23, 2025	BUY	$108.46 - $120.63 $114,642 - $127,505	1,057 Added 14.24%	8,479 $1.01 Million
Q2 2025 Aug 06, 2025	SELL	$90.56 - $109.49 $4,618 - $5,583	-51 Reduced 0.68%	7,422 $811,000
Q1 2025 May 09, 2025	BUY	$102.49 - $119.96 $411,087 - $481,159	4,011 Added 115.86%	7,473 $781,000
Q4 2024 Feb 06, 2025	SELL	$113.92 - $127.38 $45,568 - $50,952	-400 Reduced 10.36%	3,462 $398,000
Q3 2024 Nov 12, 2024	SELL	$105.53 - $118.34 $3,376 - $3,786	-32 Reduced 0.82%	3,862 $451,000

Q2 2024 Aug 12, 2024	BUY	$102.13 - $110.88 $397,694 - $431,766	3,894 New	3,894 $415,000
Q1 2023 May 02, 2023	BUY	$92.27 - $107.68 $645 - $753	7 New	7 $0
Q2 2021 Jul 30, 2021	SELL	$106.38 - $116.3 $4,787 - $5,233	-45 Closed	0 $0
Q1 2021 May 07, 2021	SELL	$91.04 - $115.01 $364 - $460	-4 Reduced 8.16%	45 $5,000
Q4 2020 Jan 22, 2021	SELL	$71.23 - $92.42 $326,233 - $423,283	-4,580 Reduced 98.94%	49 $5,000
Q3 2020 Oct 19, 2020	BUY	$65.69 - $75.96 $131 - $151	2 Added 0.04%	4,629 $325,000
Q2 2020 Jul 17, 2020	BUY	$50.99 - $75.55 $3,110 - $4,608	61 Added 1.34%	4,627 $316,000
Q1 2020 May 08, 2020	SELL	$49.11 - $85.52 $10,460 - $18,215	-213 Reduced 4.46%	4,566 $256,000
Q4 2019 Feb 14, 2020	BUY	$75.05 - $84.14 $358,663 - $402,105	4,779 New	4,779 $401,000

Others Institutions Holding IJR

# of Institutions

2,879

Shares Held

537M

Call Options Held

490K

Put Options Held

336K

View Full List

About ISHARES CORE S&P SM CAP ETF

Ticker IJR
Sector ETFs
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Sound Financial Strategies Group, LLC Ishares Core S&P Sm Cap ETF Transaction History