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

True Link Financial Advisors, LLC

$1.19 Billion
Q4 2024

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 4,285 shares of IJR stock, worth $478,720. This represents 0.04% of its overall portfolio holdings.

Number of Shares

4,285

Previous 3,887 10.24%

Holding current value

$478,720

Previous $454,000 8.59%

% of portfolio

0.04%

Previous 0.04%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

2,823

Shares Held

537M

Call Options Held

877K

Put Options Held

272K

View Full List

About ISHARES CORE S&P SM CAP ETF

Ticker IJR
Sector ETFs
Industry ETFs

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