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

Summit Financial Wealth Advisors, LLC

  • $609 Million
  • Q3 2025

A detailed history of Summit Financial Wealth Advisors, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Summit Financial Wealth Advisors, LLC holds 156,939 shares of IJR stock, worth $18.7 Million. This represents 3.06% of its overall portfolio holdings.

Number of Shares
156,939
Previous 154,837 1.36%
Holding current value
$18.7 Million
Previous $16.9 Million 10.21%
% of portfolio
3.06%
Previous 3.13%

Shares

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

Oct 03, 2025
BUY
$108.46 - $120.63 $227,982 - $253,564
2,102 Added 1.36%
156,939 $18.6 Million
Q2 2025

Sep 29, 2025
SELL
$90.56 - $109.49 $142,994 - $172,884
-1,579 Reduced 1.01%
154,837 $16.9 Million
Q1 2025

May 14, 2025
BUY
$102.49 - $119.96 $10,966 - $12,835
107 Added 0.07%
156,416 $16.4 Million
Q4 2024

Feb 13, 2025
BUY
$113.92 - $127.38 $567,207 - $634,225
4,979 Added 3.29%
156,309 $18 Million
Q3 2024

Nov 13, 2024
BUY
$105.53 - $118.34 $533,243 - $597,972
5,053 Added 3.45%
151,330 $17.7 Million
Q2 2024

Aug 12, 2024
BUY
$102.13 - $110.88 $471,636 - $512,043
4,618 Added 3.26%
146,277 $15.6 Million
Q1 2024

May 02, 2024
BUY
$102.35 - $110.52 $830,467 - $896,759
8,114 Added 6.08%
141,659 $15.7 Million
Q4 2023

Jan 19, 2024
BUY
$87.61 - $110.11 $491,492 - $617,717
5,610 Added 4.39%
133,545 $14.5 Million
Q3 2023

Nov 13, 2023
BUY
$92.9 - $105.16 $490,790 - $555,560
5,283 Added 4.31%
127,935 $12.1 Million
Q2 2023

Jul 12, 2023
BUY
$91.14 - $99.81 $969,273 - $1.06 Million
10,635 Added 9.49%
122,652 $12.2 Million
Q1 2023

Apr 10, 2023
SELL
$92.27 - $107.68 $268,690 - $313,564
-2,912 Reduced 2.53%
112,017 $10.8 Million
Q4 2022

Jan 17, 2023
SELL
$89.09 - $102.13 $112,075 - $128,479
-1,258 Reduced 1.08%
114,929 $0
Q3 2022

Oct 28, 2022
SELL
$87.04 - $106.5 $56,053 - $68,586
-644 Reduced 0.55%
116,187 $11.1 Million
Q2 2022

Jul 26, 2022
SELL
$89.03 - $109.02 $393,334 - $481,650
-4,418 Reduced 3.64%
116,831 $11.4 Million
Q1 2022

May 06, 2022
BUY
$102.32 - $116.69 $263,064 - $300,009
2,571 Added 2.17%
121,249 $13.1 Million
Q4 2021

Jan 12, 2022
BUY
$108.26 - $120.32 $537,943 - $597,870
4,969 Added 4.37%
118,678 $13.8 Million
Q3 2021

Nov 05, 2021
BUY
$104.62 - $113.69 $174,087 - $189,180
1,664 Added 1.49%
113,709 $12.4 Million
Q2 2021

Aug 09, 2021
BUY
$106.38 - $116.3 $814,232 - $890,160
7,654 Added 7.33%
112,045 $12.7 Million
Q1 2021

Apr 23, 2021
BUY
$91.04 - $115.01 $196,646 - $248,421
2,160 Added 2.11%
104,391 $9.59 Million
Q4 2020

Jan 11, 2021
SELL
$71.23 - $92.42 $59,120 - $76,708
-830 Reduced 0.81%
102,231 $7.18 Million
Q3 2020

Nov 09, 2020
BUY
$65.69 - $75.96 $233,265 - $269,733
3,551 Added 3.57%
103,061 $7.58 Million
Q2 2020

Jul 16, 2020
BUY
$50.99 - $75.55 $929,088 - $1.38 Million
18,221 Added 22.42%
99,510 $6.69 Million
Q1 2020

Apr 29, 2020
BUY
$49.11 - $85.52 $316,906 - $551,860
6,453 Added 8.62%
81,289 $4.48 Million
Q4 2019

Jan 28, 2020
BUY
$75.05 - $84.14 $347,706 - $389,820
4,633 Added 6.6%
74,836 $6.18 Million
Q3 2019

Nov 05, 2019
BUY
$73.61 - $80.67 $244,974 - $268,469
3,328 Added 4.98%
70,203 $5.4 Million
Q2 2019

Jul 16, 2019
BUY
$73.17 - $81.37 $383,922 - $426,948
5,247 Added 8.51%
66,875 $5.24 Million
Q1 2019

May 01, 2019
BUY
$68.34 - $81.18 $237,891 - $282,587
3,481 Added 5.99%
61,628 $4.81 Million
Q4 2018

Feb 01, 2019
SELL
$65.14 - $85.94 $761,812 - $1.01 Million
-11,695 Reduced 16.74%
58,147 $4.03 Million
Q3 2018

Oct 22, 2018
SELL
$84.33 - $90.31 $79,691 - $85,342
-945 Reduced 1.33%
69,842 $5.56 Million
Q2 2018

Jul 06, 2018
SELL
$75.25 - $86.64 $48,912 - $56,316
-650 Reduced 0.91%
70,787 $5.45 Million
Q1 2018

Apr 09, 2018
BUY
$73.35 - $80.36 $3.14 Million - $3.44 Million
42,825 Added 149.67%
71,437 $5.5 Million
Q1 2018

Apr 06, 2018
BUY
$73.35 - $80.36 $2.1 Million - $2.3 Million
28,612 New
28,612 $2.2 Million

Others Institutions Holding IJR

# of Institutions
2,831
Shares Held
564M
Call Options Held
554K
Put Options Held
325K
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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