Summit Wealth Group LLC / CO Ishares Core S&P Sm Cap ETF Transaction History

Summit Wealth Group LLC / CO

  • $398 Billion
  • Q2 2025

A detailed history of Summit Wealth Group LLC / CO transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Summit Wealth Group LLC / CO holds 1,942 shares of IJR stock, worth $228,748. This represents 0.05% of its overall portfolio holdings.

Number of Shares
1,942
Holding current value
$228,748
% of portfolio
0.05%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
BUY
$90.56 - $109.49 $175,867 - $212,629
1,942 New
1,942 $212 Million

Others Institutions Holding IJR

# of Institutions
2,848
Shares Held
544M
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
Track This Portfolio

Track Summit Wealth Group LLC / CO Portfolio

Follow Summit Wealth Group LLC / CO and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Summit Wealth Group LLC / CO, based on Form 13F filings with the SEC.

News

Stay updated on Summit Wealth Group LLC / CO with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email