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

Tandem Wealth Advisors LLC

$186 Million
Q1 2025

A detailed history of Tandem Wealth Advisors LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Tandem Wealth Advisors LLC holds 71,219 shares of IJR stock, worth $8.04 Million. This represents 4.0% of its overall portfolio holdings.

Number of Shares

71,219

Previous 70,654 0.8%

Holding current value

$8.04 Million

Previous $8.14 Million 8.51%

% of portfolio

4.0%

Previous 4.27%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	BUY	$102.49 - $119.96 $57,906 - $67,777	565 Added 0.8%	71,219 $7.45 Million
Q4 2024 Feb 13, 2025	SELL	$113.92 - $127.38 $357,253 - $399,463	-3,136 Reduced 4.25%	70,654 $8.14 Million
Q3 2024 Nov 13, 2024	SELL	$105.53 - $118.34 $26,171 - $29,348	-248 Reduced 0.33%	73,790 $8.63 Million
Q2 2024 Aug 08, 2024	BUY	$102.13 - $110.88 $172,293 - $187,054	1,687 Added 2.33%	74,038 $7.9 Million
Q1 2024 May 09, 2024	BUY	$102.35 - $110.52 $139,810 - $150,970	1,366 Added 1.92%	72,351 $8 Million
Q4 2023 Jan 17, 2024	SELL	$87.61 - $110.11 $146,921 - $184,654	-1,677 Reduced 2.31%	70,985 $7.68 Million
Q3 2023 Oct 27, 2023	BUY	$92.9 - $105.16 $205,030 - $232,088	2,207 Added 3.13%	72,662 $6.85 Million
Q2 2023 Aug 16, 2023	BUY	$91.14 - $99.81 $81,023 - $88,731	889 Added 1.28%	70,455 $7.02 Billion
Q1 2023 Jul 07, 2023	BUY	$92.27 - $107.68 $3.48 Million - $4.07 Million	37,763 Added 118.74%	69,566 $6.73 Billion
Q4 2022 Feb 23, 2023	BUY	$89.09 - $102.13 $2.83 Million - $3.25 Million	31,803 New	31,803 $3.01 Billion

Others Institutions Holding IJR

# of Institutions

2,819

Shares Held

559M

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