Stone Point Wealth LLC Ishares Core S&P Sm Cap ETF Transaction History

Stone Point Wealth LLC

  • $347 Million
  • Q3 2025

A detailed history of Stone Point Wealth LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Stone Point Wealth LLC holds 33,287 shares of IJR stock, worth $3.89 Million. This represents 1.14% of its overall portfolio holdings.

Number of Shares
33,287
Previous 34,838 4.45%
Holding current value
$3.89 Million
Previous $3.81 Million 3.89%
% of portfolio
1.14%
Previous 1.2%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 22, 2025
SELL
$108.46 - $120.63 $168,221 - $187,097
-1,551 Reduced 4.45%
33,287 $3.96 Million
Q2 2025

Jul 17, 2025
SELL
$90.56 - $109.49 $445,102 - $538,143
-4,915 Reduced 12.36%
34,838 $3.81 Million
Q1 2025

Apr 24, 2025
SELL
$102.49 - $119.96 $22,650 - $26,511
-221 Reduced 0.55%
39,753 $4.16 Million
Q4 2024

Jan 28, 2025
BUY
$113.92 - $127.38 $43,631 - $48,786
383 Added 0.97%
39,974 $4.61 Million
Q3 2024

Oct 31, 2024
BUY
$105.53 - $118.34 $196,602 - $220,467
1,863 Added 4.94%
39,591 $4.63 Million
Q2 2024

Jul 30, 2024
BUY
$102.13 - $110.88 $180,055 - $195,481
1,763 Added 4.9%
37,728 $4.02 Million
Q1 2024

May 01, 2024
BUY
$102.35 - $110.52 $374,396 - $404,282
3,658 Added 11.32%
35,965 $3.97 Million
Q4 2023

Jan 26, 2024
SELL
$87.61 - $110.11 $5,519 - $6,936
-63 Reduced 0.19%
32,307 $3.5 Million
Q3 2023

Oct 25, 2023
SELL
$92.9 - $105.16 $37,996 - $43,010
-409 Reduced 1.25%
32,370 $3.05 Million
Q2 2023

Jul 25, 2023
BUY
$91.14 - $99.81 $176,355 - $193,132
1,935 Added 6.27%
32,779 $3.27 Million
Q1 2023

Apr 20, 2023
BUY
$92.27 - $107.68 $10,426 - $12,167
113 Added 0.37%
30,844 $2.98 Million
Q4 2022

Jan 20, 2023
BUY
$89.09 - $102.13 $412,753 - $473,168
4,633 Added 17.75%
30,731 $0
Q3 2022

Nov 03, 2022
BUY
$87.04 - $106.5 $200,540 - $245,376
2,304 Added 9.68%
26,098 $2.28 Million
Q2 2022

Jul 19, 2022
BUY
$89.03 - $109.02 $58,136 - $71,190
653 Added 2.82%
23,794 $2.2 Million
Q1 2022

Apr 29, 2022
BUY
$102.32 - $116.69 $359,552 - $410,048
3,514 Added 17.9%
23,141 $2.53 Million
Q4 2021

Feb 10, 2022
BUY
$108.26 - $120.32 $2.12 Million - $2.36 Million
19,627 New
19,627 $2.25 Million

Others Institutions Holding IJR

# of Institutions
2,881
Shares Held
537M
Call Options Held
490K
Put Options Held
348K
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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