Truepoint, Inc. Ishares Core S&P Sm Cap ETF Transaction History

Truepoint, Inc.

$4.18 Billion
Q3 2025

A detailed history of Truepoint, Inc. transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Truepoint, Inc. holds 6,127 shares of IJR stock, worth $715,939. This represents 0.02% of its overall portfolio holdings.

Number of Shares

6,127

Previous 6,138 0.18%

Holding current value

$715,939

Previous $670,000 8.66%

% of portfolio

0.02%

Previous 0.02%

32 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	SELL	$108.46 - $120.63 $1,193 - $1,326	-11 Reduced 0.18%	6,127 $728,000
Q2 2025 Aug 08, 2025	BUY	$90.56 - $109.49 $5,705 - $6,897	63 Added 1.04%	6,138 $670,000
Q1 2025 May 12, 2025	SELL	$102.49 - $119.96 $1,024 - $1,199	-10 Reduced 0.16%	6,075 $635,000
Q4 2024 Feb 11, 2025	SELL	$113.92 - $127.38 $39,416 - $44,073	-346 Reduced 5.38%	6,085 $701,000
Q3 2024 Nov 12, 2024	BUY	$105.53 - $118.34 $5,065 - $5,680	48 Added 0.75%	6,431 $752,000

Q2 2024 Aug 05, 2024	BUY	$102.13 - $110.88 $36,460 - $39,584	357 Added 5.92%	6,383 $680,000
Q1 2024 May 09, 2024	SELL	$102.35 - $110.52 $43,294 - $46,749	-423 Reduced 6.56%	6,026 $665,000
Q4 2023 Feb 12, 2024	SELL	$87.61 - $110.11 $77,885 - $97,887	-889 Reduced 12.12%	6,449 $698,000
Q3 2023 Nov 09, 2023	BUY	$92.9 - $105.16 $46,450 - $52,580	500 Added 7.31%	7,338 $692,000
Q2 2023 Aug 08, 2023	BUY	$91.14 - $99.81 $49,580 - $54,296	544 Added 8.64%	6,838 $681,000
Q1 2023 May 08, 2023	BUY	$92.27 - $107.68 $38,476 - $44,902	417 Added 7.1%	6,294 $608,000
Q4 2022 Feb 13, 2023	SELL	$89.09 - $102.13 $71,272 - $81,704	-800 Reduced 11.98%	5,877 $556,000
Q3 2022 Nov 14, 2022	SELL	$87.04 - $106.5 $34,816 - $42,600	-400 Reduced 5.65%	6,677 $582,000
Q2 2022 Aug 08, 2022	SELL	$89.03 - $109.02 $11,751 - $14,390	-132 Reduced 1.83%	7,077 $654,000
Q1 2022 May 11, 2022	SELL	$102.32 - $116.69 $69,270 - $78,999	-677 Reduced 8.58%	7,209 $778,000
Q4 2021 Feb 02, 2022	BUY	$108.26 - $120.32 $6,495 - $7,219	60 Added 0.77%	7,886 $903,000
Q3 2021 Oct 28, 2021	BUY	$104.62 - $113.69 $25,108 - $27,285	240 Added 3.16%	7,826 $855,000
Q2 2021 Aug 04, 2021	BUY	$106.38 - $116.3 $32,871 - $35,936	309 Added 4.25%	7,586 $857,000
Q1 2021 Apr 30, 2021	BUY	$91.04 - $115.01 $38,054 - $48,074	418 Added 6.09%	7,277 $790,000
Q4 2020 Feb 02, 2021	BUY	$71.23 - $92.42 $488,566 - $633,908	6,859 New	6,859 $630,000
Q1 2020 May 13, 2020	SELL	$49.11 - $85.52 $750,499 - $1.31 Million	-15,282 Closed	0 $0
Q4 2019 Jan 27, 2020	BUY	$75.05 - $84.14 $1,801 - $2,019	24 Added 0.16%	15,282 $1.28 Million
Q3 2019 Nov 07, 2019	SELL	$73.61 - $80.67 $67,426 - $73,893	-916 Reduced 5.66%	15,258 $1.19 Million
Q2 2019 Aug 08, 2019	SELL	$73.17 - $81.37 $274,241 - $304,974	-3,748 Reduced 18.81%	16,174 $1.27 Million
Q1 2019 May 15, 2019	BUY	$68.34 - $81.18 $226,547 - $269,111	3,315 Added 19.96%	19,922 $1.54 Million
Q4 2018 Feb 13, 2019	BUY	$65.14 - $85.94 $299,904 - $395,667	4,604 Added 38.36%	16,607 $1.15 Million
Q3 2018 Nov 14, 2018	BUY	$84.33 - $90.31 $16,275 - $17,429	193 Added 1.63%	12,003 $1.05 Million
Q2 2018 Aug 09, 2018	BUY	$75.25 - $86.64 $808,561 - $930,946	10,745 Added 1008.92%	11,810 $986,000
Q1 2018 May 08, 2018	SELL	$73.35 - $80.36 $760,859 - $833,574	-10,373 Reduced 90.69%	1,065 $13.8 Million
Q4 2017 Feb 05, 2018	BUY	$73.06 - $77.74 $172,202 - $183,233	2,357 Added 25.96%	11,438 $879,000
Q3 2017 Nov 21, 2017	SELL	$72.31 - $74.22 $48.1 Million - $49.3 Million	-664,905 Reduced 98.65%	9,081 $674,000
Q3 2017 Nov 17, 2017	BUY	$72.31 - $74.22 $48.7 Million - $50 Million	673,986	673,986 $674,000

Others Institutions Holding IJR

# of Institutions

2,881

Shares Held

537M

Call Options Held

490K

Put Options Held

348K

View Full List

About ISHARES CORE S&P SM CAP ETF

Ticker IJR
Sector ETFs
Industry ETFs

More about IJR

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Truepoint, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Truepoint, Inc. with notifications on news.

Account