Strategies Wealth Advisors, LLC Ishares Core S&P Sm Cap ETF Transaction History

Strategies Wealth Advisors, LLC

$819 Billion
Q1 2025

A detailed history of Strategies Wealth Advisors, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Strategies Wealth Advisors, LLC holds 8,333 shares of IJR stock, worth $940,879. This represents 0.11% of its overall portfolio holdings.

Number of Shares

8,333

Previous 8,579 2.87%

Holding current value

$940,879

Previous $1.01 Billion 13.39%

% of portfolio

0.11%

Previous 0.13%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	SELL	$102.49 - $119.96 $25,212 - $29,510	-246 Reduced 2.87%	8,333 $871 Million
Q4 2024 Feb 13, 2025	BUY	$113.92 - $127.38 $75,415 - $84,325	662 Added 8.36%	8,579 $1.01 Billion
Q3 2024 Oct 07, 2024	SELL	$105.53 - $118.34 $42,317 - $47,454	-401 Reduced 4.82%	7,917 $926 Million
Q2 2024 Jul 29, 2024	BUY	$102.13 - $110.88 $8,374 - $9,092	82 Added 1.0%	8,318 $887 Million
Q1 2024 Apr 22, 2024	SELL	$102.35 - $110.52 $246,254 - $265,911	-2,406 Reduced 22.61%	8,236 $910 Million
Q4 2023 Jan 22, 2024	SELL	$87.61 - $110.11 $50,463 - $63,423	-576 Reduced 5.13%	10,642 $1.15 Billion
Q3 2023 Oct 10, 2023	SELL	$92.9 - $105.16 $17,836 - $20,190	-192 Reduced 1.68%	11,218 $1.06 Billion
Q2 2023 Jul 12, 2023	SELL	$91.14 - $99.81 $269,318 - $294,938	-2,955 Reduced 20.57%	11,410 $1.14 Billion
Q1 2023 Jun 27, 2023	SELL	$92.27 - $107.68 $19,745 - $23,043	-214 Reduced 1.47%	14,365 $1.39 Billion
Q4 2022 Jun 27, 2023	BUY	$89.09 - $102.13 $288,829 - $331,105	3,242 Added 28.6%	14,579 $1.38 Billion
Q2 2022 Jun 27, 2023	BUY	$89.03 - $109.02 $164,349 - $201,250	1,846 Added 19.45%	11,337 $1.05 Billion
Q1 2022 Jun 27, 2023	SELL	$102.32 - $116.69 $4,809 - $5,484	-47 Reduced 0.49%	9,491 $1.02 Billion
Q4 2021 Jun 26, 2023	BUY	$108.26 - $120.32 $1.03 Million - $1.15 Million	9,538 New	9,538 $1.09 Billion

Others Institutions Holding IJR

# of Institutions

2,817

Shares Held

558M

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

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Strategies Wealth Advisors, LLC Ishares Core S&P Sm Cap ETF Transaction History