A detailed history of Sterling Investment Advisors LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Sterling Investment Advisors LLC holds 34,780 shares of IJR stock, worth $4.08 Million. This represents 2.3% of its overall portfolio holdings.

Number of Shares
34,780
Previous 34,776 0.01%
Holding current value
$4.08 Million
Previous $3.71 Million 9.65%
% of portfolio
2.3%
Previous 2.26%

Shares

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

Oct 21, 2024

BUY
$105.53 - $118.34 $422 - $473
4 Added 0.01%
34,780 $4.07 Million
Q2 2024

Jul 10, 2024

SELL
$102.13 - $110.88 $9,293 - $10,090
-91 Reduced 0.26%
34,776 $3.71 Million
Q1 2024

Apr 11, 2024

SELL
$102.35 - $110.52 $25,178 - $27,187
-246 Reduced 0.7%
34,867 $3.85 Million
Q4 2023

Jan 17, 2024

SELL
$87.61 - $110.11 $414,395 - $520,820
-4,730 Reduced 11.87%
35,113 $3.8 Million
Q3 2023

Oct 26, 2023

SELL
$92.9 - $105.16 $153,192 - $173,408
-1,649 Reduced 3.97%
39,843 $3.76 Million
Q2 2023

Jul 28, 2023

SELL
$91.14 - $99.81 $22,785 - $24,952
-250 Reduced 0.6%
41,492 $4.13 Million
Q1 2023

Apr 17, 2023

BUY
$92.27 - $107.68 $45,120 - $52,655
489 Added 1.19%
41,742 $4.04 Million
Q4 2022

Jan 26, 2023

SELL
$89.09 - $102.13 $30,023 - $34,417
-337 Reduced 0.81%
41,253 $0
Q3 2022

Oct 25, 2022

SELL
$87.04 - $106.5 $136,217 - $166,672
-1,565 Reduced 3.63%
41,590 $3.63 Million
Q2 2022

Jul 27, 2022

SELL
$89.03 - $109.02 $28,756 - $35,213
-323 Reduced 0.74%
43,155 $3.99 Million
Q1 2022

Apr 14, 2022

BUY
$102.32 - $116.69 $24,761 - $28,238
242 Added 0.56%
43,478 $4.69 Million
Q4 2021

Jan 25, 2022

BUY
$108.26 - $120.32 $123,849 - $137,646
1,144 Added 2.72%
43,236 $4.95 Million
Q3 2021

Oct 18, 2021

BUY
$104.62 - $113.69 $111,943 - $121,648
1,070 Added 2.61%
42,092 $4.6 Million
Q2 2021

Jul 28, 2021

BUY
$106.38 - $116.3 $32,233 - $35,238
303 Added 0.74%
41,022 $4.64 Million
Q1 2021

Apr 19, 2021

SELL
$91.04 - $115.01 $458,295 - $578,960
-5,034 Reduced 11.0%
40,719 $4.42 Million
Q4 2020

Jan 27, 2021

SELL
$71.23 - $92.42 $181,137 - $235,024
-2,543 Reduced 5.27%
45,753 $4.21 Million
Q3 2020

Oct 14, 2020

BUY
$65.69 - $75.96 $49,333 - $57,045
751 Added 1.58%
48,296 $3.39 Million
Q2 2020

Jul 13, 2020

BUY
$50.99 - $75.55 $124,568 - $184,568
2,443 Added 5.42%
47,545 $3.25 Million
Q1 2020

Apr 22, 2020

BUY
$49.11 - $85.52 $267,354 - $465,570
5,444 Added 13.73%
45,102 $2.53 Million
Q4 2019

Feb 14, 2020

SELL
$75.05 - $84.14 $60,490 - $67,816
-806 Reduced 1.99%
39,658 $3.33 Million
Q3 2019

Oct 16, 2019

BUY
$73.61 - $80.67 $85,240 - $93,415
1,158 Added 2.95%
40,464 $3.15 Million
Q2 2019

Jul 19, 2019

BUY
$73.17 - $81.37 $4,390 - $4,882
60 Added 0.15%
39,306 $3.08 Million
Q1 2019

Apr 10, 2019

BUY
$68.34 - $81.18 $59,934 - $71,194
877 Added 2.29%
39,246 $3.03 Million
Q4 2018

Jan 30, 2019

BUY
$65.14 - $85.94 $79,210 - $104,503
1,216 Added 3.27%
38,369 $2.66 Million
Q3 2018

Oct 11, 2018

SELL
$84.33 - $90.31 $175,322 - $187,754
-2,079 Reduced 5.3%
37,153 $3.24 Million
Q2 2018

Jul 13, 2018

SELL
$75.25 - $86.64 $161,938 - $186,449
-2,152 Reduced 5.2%
39,232 $3.27 Million
Q1 2018

Apr 24, 2018

BUY
$73.35 - $80.36 $15,623 - $17,116
213 Added 0.52%
41,384 $3.19 Million
Q4 2017

Jan 26, 2018

SELL
$73.06 - $77.74 $57,498 - $61,181
-787 Reduced 1.88%
41,171 $3.16 Million
Q3 2017

Oct 20, 2017

BUY
$72.31 - $74.22 $154,888 - $158,979
2,142 Added 5.38%
41,958 $3.11 Million
Q3 2017

Oct 12, 2017

BUY
$72.31 - $74.22 $2.88 Million - $2.96 Million
39,816
39,816 $2.79 Million

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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