Trademark Financial Management, LLC Ishares Core S&P Sm Cap ETF Transaction History

Trademark Financial Management, LLC

$164 Billion
Q2 2025

A detailed history of Trademark Financial Management, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Trademark Financial Management, LLC holds 3,221 shares of IJR stock, worth $357,176. This represents 0.22% of its overall portfolio holdings.

Number of Shares

3,221

Previous 3,207 0.44%

Holding current value

$357,176

Previous $335 Million 4.96%

% of portfolio

0.22%

Previous 0.26%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 31, 2025	BUY	$90.56 - $109.49 $1,267 - $1,532	14 Added 0.44%	3,221 $352 Million
Q1 2025 Apr 25, 2025	SELL	$102.49 - $119.96 $95,008 - $111,202	-927 Reduced 22.42%	3,207 $335 Million
Q4 2024 Jan 30, 2025	SELL	$113.92 - $127.38 $33,720 - $37,704	-296 Reduced 6.68%	4,134 $476 Million
Q3 2024 Oct 31, 2024	SELL	$105.53 - $118.34 $10,764 - $12,070	-102 Reduced 2.25%	4,430 $518 Million
Q2 2024 Jul 30, 2024	SELL	$102.13 - $110.88 $113,670 - $123,409	-1,113 Reduced 19.72%	4,532 $483 Million
Q1 2024 May 07, 2024	SELL	$102.35 - $110.52 $76,353 - $82,447	-746 Reduced 11.67%	5,645 $624 Million
Q4 2023 Feb 13, 2024	BUY	$87.61 - $110.11 $559,915 - $703,713	6,391 New	6,391 $692 Million

Others Institutions Holding IJR

# of Institutions

2,819

Shares Held

569M

Call Options Held

539K

Put Options Held

366K

View Full List

About ISHARES CORE S&P SM CAP ETF

Ticker IJR
Sector ETFs
Industry ETFs

More about IJR

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Trademark Financial Management, LLC Ishares Core S&P Sm Cap ETF Transaction History