United Capital Financial Advisers, LLC Ishares Core S&P Sm Cap ETF Transaction History

United Capital Financial Advisers, LLC

  • $12.1 Billion
  • Q2 2025

A detailed history of United Capital Financial Advisers, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 1,119,971 shares of IJR stock, worth $124 Million. This represents 1.01% of its overall portfolio holdings.

Number of Shares
1,119,971
Previous 1,186,375 5.6%
Holding current value
$124 Million
Previous $124 Million 1.34%
% of portfolio
1.01%
Previous 1.08%

Shares

34 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 11, 2025
SELL
$90.56 - $109.49 $6.01 Million - $7.27 Million
-66,404 Reduced 5.6%
1,119,971 $122 Million
Q1 2025

May 13, 2025
BUY
$102.49 - $119.96 $7.99 Million - $9.35 Million
77,946 Added 7.03%
1,186,375 $124 Million
Q4 2024

Feb 13, 2025
SELL
$113.92 - $127.38 $1.38 Million - $1.54 Million
-12,103 Reduced 1.08%
1,108,429 $128 Million
Q3 2024

Nov 12, 2024
BUY
$105.53 - $118.34 $1.08 Million - $1.22 Million
10,279 Added 0.93%
1,120,532 $131 Million
Q2 2024

Aug 14, 2024
SELL
$102.13 - $110.88 $1.03 Million - $1.12 Million
-10,114 Reduced 0.9%
1,110,253 $118 Million
Q1 2024

May 15, 2024
BUY
$102.35 - $110.52 $3.02 Million - $3.26 Million
29,534 Added 2.71%
1,120,367 $124 Million
Q4 2023

Feb 14, 2024
SELL
$87.61 - $110.11 $74.8 Million - $94.1 Million
-854,167 Reduced 43.92%
1,090,833 $118 Million
Q3 2023

Nov 14, 2023
SELL
$92.9 - $105.16 $26.6 Million - $30.2 Million
-286,864 Reduced 12.85%
1,945,000 $183 Million
Q2 2023

Aug 14, 2023
BUY
$91.14 - $99.81 $13.2 Million - $14.5 Million
145,243 Added 6.96%
2,231,864 $222 Million
Q1 2023

Aug 14, 2023
SELL
$92.27 - $107.68 $13.5 Million - $15.8 Million
-146,278 Reduced 6.55%
2,085,586 $202 Million
Q1 2023

May 15, 2023
BUY
$92.27 - $107.68 $8.22 Million - $9.59 Million
89,087 Added 4.46%
2,086,621 $202 Million
Q4 2022

Feb 14, 2023
BUY
$89.09 - $102.13 $9.1 Million - $10.4 Million
102,111 Added 5.39%
1,997,534 $189 Million
Q3 2022

Nov 14, 2022
BUY
$87.04 - $106.5 $9.42 Million - $11.5 Million
108,234 Added 6.06%
1,895,423 $165 Million
Q2 2022

Aug 11, 2022
BUY
$89.03 - $109.02 $15.4 Million - $18.8 Million
172,791 Added 10.7%
1,787,189 $165 Million
Q1 2022

May 16, 2022
BUY
$102.32 - $116.69 $17 Million - $19.3 Million
165,679 Added 11.44%
1,614,398 $174 Million
Q4 2021

Feb 14, 2022
BUY
$108.26 - $120.32 $13 Million - $14.5 Million
120,174 Added 9.05%
1,448,719 $166 Million
Q3 2021

Nov 15, 2021
BUY
$104.62 - $113.69 $14.6 Million - $15.9 Million
139,468 Added 11.73%
1,328,545 $145 Million
Q2 2021

Aug 13, 2021
BUY
$106.38 - $116.3 $15 Million - $16.4 Million
141,343 Added 13.49%
1,189,077 $134 Million
Q1 2021

May 14, 2021
BUY
$91.04 - $115.01 $5.25 Million - $6.63 Million
57,663 Added 5.82%
1,047,734 $114 Million
Q4 2020

Feb 17, 2021
BUY
$71.23 - $92.42 $8.6 Million - $11.2 Million
120,678 Added 13.88%
990,071 $91 Million
Q3 2020

Nov 13, 2020
BUY
$65.69 - $75.96 $27.3 Million - $31.6 Million
415,523 Added 91.55%
869,393 $61.1 Million
Q2 2020

Aug 13, 2020
SELL
$50.99 - $75.55 $1.94 Million - $2.87 Million
-38,044 Reduced 7.73%
453,870 $31 Million
Q1 2020

May 15, 2020
BUY
$49.11 - $85.52 $225,414 - $392,536
4,590 Added 0.94%
491,914 $27.6 Million
Q4 2019

Feb 14, 2020
BUY
$75.05 - $84.14 $3.29 Million - $3.69 Million
43,877 Added 9.89%
487,324 $40.9 Million
Q3 2019

Nov 14, 2019
SELL
$73.61 - $80.67 $4.3 Million - $4.71 Million
-58,435 Reduced 11.64%
443,447 $34.5 Million
Q2 2019

Aug 13, 2019
SELL
$73.17 - $81.37 $2.26 Million - $2.51 Million
-30,877 Reduced 5.8%
501,882 $39.3 Million
Q1 2019

May 14, 2019
BUY
$68.34 - $81.18 $1.28 Million - $1.52 Million
18,706 Added 3.64%
532,759 $41.1 Million
Q4 2018

Feb 14, 2019
BUY
$65.14 - $85.94 $1.94 Million - $2.56 Million
29,742 Added 6.14%
514,053 $35.6 Million
Q3 2018

Nov 14, 2018
BUY
$84.33 - $90.31 $4.71 Million - $5.04 Million
55,852 Added 13.04%
484,311 $42.3 Million
Q2 2018

Aug 14, 2018
SELL
$75.25 - $86.64 $218,676 - $251,775
-2,906 Reduced 0.67%
428,459 $35.8 Million
Q1 2018

May 15, 2018
BUY
$73.35 - $80.36 $1.31 Million - $1.43 Million
17,807 Added 4.31%
431,365 $33.2 Million
Q4 2017

Feb 13, 2018
SELL
$73.06 - $77.74 $799,495 - $850,708
-10,943 Reduced 2.58%
413,558 $32 Million
Q3 2017

Nov 14, 2017
BUY
$72.31 - $74.22 $892,305 - $915,874
12,340 Added 2.99%
424,501 $31.5 Million
Q2 2017

Aug 14, 2017
BUY
N/A
412,161
412,161 $28.9 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

IJR Quotes by TradingView
  • Ticker IJR
  • Sector ETFs
  • Industry ETFs
More about IJR
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