Sterling Investment Management, LLC Ishares Core S&P Sm Cap ETF Transaction History

Sterling Investment Management, LLC

  • $135 Million
  • Q1 2025

A detailed history of Sterling Investment Management, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Sterling Investment Management, LLC holds 3,089 shares of IJR stock, worth $308,405. This represents 0.24% of its overall portfolio holdings.

Number of Shares
3,089
Previous 3,215 3.92%
Holding current value
$308,405
Previous $370,000 13.24%
% of portfolio
0.24%
Previous 0.3%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 15, 2025
SELL
$102.49 - $119.96 $12,913 - $15,114
-126 Reduced 3.92%
3,089 $321,000
Q4 2024

Jan 17, 2025
BUY
$113.92 - $127.38 $366,252 - $409,526
3,215 New
3,215 $370,000
Q2 2022

Jul 06, 2022
SELL
$89.03 - $109.02 $167,821 - $205,502
-1,885 Closed
0 $0
Q4 2021

Jan 21, 2022
BUY
$108.26 - $120.32 $204,070 - $226,803
1,885 New
1,885 $216,000
Q4 2018

Jan 17, 2019
SELL
$65.14 - $85.94 $159,853 - $210,896
-2,454 Closed
0 $0
Q3 2018

Oct 25, 2018
BUY
$84.33 - $90.31 $206,945 - $221,620
2,454 New
2,454 $214,000

Others Institutions Holding IJR

# of Institutions
2,821
Shares Held
537M
Call Options Held
877K
Put Options Held
272K
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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