True Link Financial Advisors, LLC Ishares Core S&P Sm Cap ETF Transaction History

True Link Financial Advisors, LLC

  • $1.55 Billion
  • Q3 2025

A detailed history of True Link Financial Advisors, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, True Link Financial Advisors, LLC holds 3,549 shares of IJR stock, worth $414,700. This represents 0.03% of its overall portfolio holdings.

Number of Shares
3,549
Previous 2,472 43.57%
Holding current value
$414,700
Previous $270,000 55.93%
% of portfolio
0.03%
Previous 0.02%

Shares

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

Nov 06, 2025
BUY
$108.46 - $120.63 $116,811 - $129,918
1,077 Added 43.57%
3,549 $421,000
Q2 2025

Jul 24, 2025
SELL
$90.56 - $109.49 $295,225 - $356,937
-3,260 Reduced 56.87%
2,472 $270,000
Q1 2025

Apr 21, 2025
BUY
$102.49 - $119.96 $148,303 - $173,582
1,447 Added 33.77%
5,732 $599,000
Q4 2024

Jan 16, 2025
BUY
$113.92 - $127.38 $45,340 - $50,697
398 Added 10.24%
4,285 $493,000
Q2 2024

Jul 12, 2024
SELL
$102.13 - $110.88 $71,491 - $77,616
-700 Reduced 15.26%
3,887 $414,000
Q1 2024

Apr 19, 2024
BUY
$102.35 - $110.52 $139,605 - $150,749
1,364 Added 42.32%
4,587 $506,000
Q4 2023

Jan 19, 2024
SELL
$87.61 - $110.11 $218,849 - $275,054
-2,498 Reduced 43.66%
3,223 $348,000
Q3 2023

Oct 30, 2023
SELL
$92.9 - $105.16 $78,965 - $89,386
-850 Reduced 12.94%
5,721 $539,000
Q2 2023

Jul 20, 2023
SELL
$91.14 - $99.81 $750,264 - $821,635
-8,232 Reduced 55.61%
6,571 $654,000
Q1 2023

May 05, 2023
SELL
$92.27 - $107.68 $31,740 - $37,041
-344 Reduced 2.27%
14,803 $1.43 Million
Q4 2022

Feb 09, 2023
SELL
$89.09 - $102.13 $35,368 - $40,545
-397 Reduced 2.55%
15,147 $1.43 Million
Q3 2022

Nov 09, 2022
BUY
$87.04 - $106.5 $89,564 - $109,588
1,029 Added 7.09%
15,544 $1.36 Million
Q2 2022

Aug 04, 2022
SELL
$89.03 - $109.02 $827,800 - $1.01 Million
-9,298 Reduced 39.05%
14,515 $1.34 Million
Q1 2022

May 16, 2022
BUY
$102.32 - $116.69 $1.42 Million - $1.63 Million
13,926 Added 140.85%
23,813 $2.57 Million
Q4 2021

Feb 01, 2022
BUY
$108.26 - $120.32 $239,254 - $265,907
2,210 Added 28.79%
9,887 $1.13 Million
Q3 2021

Oct 29, 2021
BUY
$104.62 - $113.69 $3,766 - $4,092
36 Added 0.47%
7,677 $838,000
Q2 2021

Aug 19, 2021
SELL
$106.38 - $116.3 $212 - $232
-2 Reduced 0.03%
7,641 $863,000
Q1 2021

May 17, 2021
BUY
$91.04 - $115.01 $19,482 - $24,612
214 Added 2.88%
7,643 $829,000
Q4 2020

Feb 16, 2021
BUY
$71.23 - $92.42 $529,167 - $686,588
7,429 New
7,429 $683,000

Others Institutions Holding IJR

# of Institutions
2,879
Shares Held
537M
Call Options Held
490K
Put Options Held
336K
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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