Summit Financial Strategies, Inc. Ishares Core S&P Sm Cap ETF Transaction History

Summit Financial Strategies, Inc.

  • $914 Million
  • Q1 2025

A detailed history of Summit Financial Strategies, Inc. transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Summit Financial Strategies, Inc. holds 211,537 shares of IJR stock, worth $22.6 Million. This represents 2.42% of its overall portfolio holdings.

Number of Shares
211,537
Previous 197,522 7.1%
Holding current value
$22.6 Million
Previous $22.8 Million 2.8%
% of portfolio
2.42%
Previous 2.72%

Shares

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

May 12, 2025
BUY
$102.49 - $119.96 $1.44 Million - $1.68 Million
14,015 Added 7.1%
211,537 $22.1 Million
Q4 2024

Jan 22, 2025
BUY
$113.92 - $127.38 $683,178 - $763,897
5,997 Added 3.13%
197,522 $22.8 Million
Q3 2024

Oct 16, 2024
SELL
$105.53 - $118.34 $768,469 - $861,751
-7,282 Reduced 3.66%
191,525 $22.4 Million
Q2 2024

Jul 19, 2024
SELL
$102.13 - $110.88 $199,766 - $216,881
-1,956 Reduced 0.97%
198,807 $21.2 Million
Q1 2024

May 09, 2024
BUY
$102.35 - $110.52 $2,558 - $2,763
25 Added 0.01%
200,763 $22.2 Million
Q4 2023

Feb 13, 2024
SELL
$87.61 - $110.11 $96,108 - $120,790
-1,097 Reduced 0.54%
200,738 $21.7 Million
Q3 2023

Oct 24, 2023
SELL
$92.9 - $105.16 $21,088 - $23,871
-227 Reduced 0.11%
201,835 $19 Million
Q2 2023

Jul 21, 2023
SELL
$91.14 - $99.81 $89,499 - $98,013
-982 Reduced 0.48%
202,062 $20.1 Million
Q1 2023

Apr 21, 2023
SELL
$92.27 - $107.68 $315,932 - $368,696
-3,424 Reduced 1.66%
203,044 $19.6 Million
Q4 2022

Jan 20, 2023
SELL
$89.09 - $102.13 $58,621 - $67,201
-658 Reduced 0.32%
206,468 $0
Q3 2022

Oct 21, 2022
BUY
$87.04 - $106.5 $285,143 - $348,894
3,276 Added 1.61%
207,126 $18.1 Million
Q2 2022

Jul 25, 2022
BUY
$89.03 - $109.02 $266,021 - $325,751
2,988 Added 1.49%
203,850 $18.8 Million
Q1 2022

May 04, 2022
SELL
$102.32 - $116.69 $216,713 - $247,149
-2,118 Reduced 1.04%
200,862 $21.7 Million
Q4 2021

Feb 03, 2022
SELL
$108.26 - $120.32 $190,104 - $211,281
-1,756 Reduced 0.86%
202,980 $23.2 Million
Q3 2021

Nov 10, 2021
BUY
$104.62 - $113.69 $177,121 - $192,477
1,693 Added 0.83%
204,736 $22.4 Million
Q2 2021

Aug 11, 2021
BUY
$106.38 - $116.3 $4.53 Million - $4.95 Million
42,578 Added 26.53%
203,043 $22.9 Million
Q1 2021

May 11, 2021
SELL
$91.04 - $115.01 $1.28 Million - $1.61 Million
-14,028 Reduced 8.04%
160,465 $17.4 Million
Q4 2020

Feb 05, 2021
SELL
$71.23 - $92.42 $299,023 - $387,979
-4,198 Reduced 2.35%
174,493 $16 Million
Q3 2020

Nov 16, 2020
SELL
$65.69 - $75.96 $199,894 - $231,146
-3,043 Reduced 1.67%
178,691 $12.5 Million
Q2 2020

Jul 31, 2020
BUY
$50.99 - $75.55 $690,608 - $1.02 Million
13,544 Added 8.05%
181,734 $12.4 Million
Q1 2020

May 11, 2020
BUY
$49.11 - $85.52 $275,949 - $480,536
5,619 Added 3.46%
168,190 $9.44 Million
Q4 2019

Feb 11, 2020
SELL
$75.05 - $84.14 $184,097 - $206,395
-2,453 Reduced 1.49%
162,571 $13.6 Million
Q3 2019

Nov 14, 2019
BUY
$73.61 - $80.67 $44,166 - $48,402
600 Added 0.36%
165,024 $12.8 Million
Q2 2019

Aug 08, 2019
BUY
$73.17 - $81.37 $302,411 - $336,302
4,133 Added 2.58%
164,424 $12.9 Million
Q1 2019

May 14, 2019
SELL
$68.34 - $81.18 $262,288 - $311,568
-3,838 Reduced 2.34%
160,291 $12.4 Million
Q4 2018

Feb 06, 2019
BUY
$65.14 - $85.94 $247,597 - $326,657
3,801 Added 2.37%
164,129 $11.4 Million
Q3 2018

Nov 09, 2018
SELL
$84.33 - $90.31 $298,949 - $320,148
-3,545 Reduced 2.16%
160,328 $14 Million
Q2 2018

Aug 06, 2018
SELL
$75.25 - $86.64 $424,184 - $488,389
-5,637 Reduced 3.33%
163,873 $13.7 Million
Q1 2018

May 14, 2018
SELL
$73.35 - $80.36 $247,922 - $271,616
-3,380 Reduced 1.96%
169,510 $13.1 Million
Q4 2017

Jan 29, 2018
SELL
$73.06 - $77.74 $499,145 - $531,119
-6,832 Reduced 3.8%
172,890 $13.3 Million
Q3 2017

Nov 09, 2017
BUY
$72.31 - $74.22 $13 Million - $13.3 Million
179,722
179,722 $13.3 Million

Others Institutions Holding IJR

# of Institutions
2,815
Shares Held
548M
Call Options Held
533K
Put Options Held
389K
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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