Uptown Financial Advisors LLC Ishares Core S&P Sm Cap ETF Transaction History

Uptown Financial Advisors LLC

  • $121 Billion
  • Q3 2025

A detailed history of Uptown Financial Advisors LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Uptown Financial Advisors LLC holds 71,081 shares of IJR stock, worth $8.31 Million. This represents 6.96% of its overall portfolio holdings.

Number of Shares
71,081
Previous 69,809 1.82%
Holding current value
$8.31 Million
Previous $7.63 Billion 10.71%
% of portfolio
6.96%
Previous 6.54%

Shares

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

Oct 15, 2025
BUY
$108.46 - $120.63 $137,961 - $153,441
1,272 Added 1.82%
71,081 $8.45 Billion
Q2 2025

Jul 10, 2025
BUY
$90.56 - $109.49 $315,058 - $380,915
3,479 Added 5.24%
69,809 $7.63 Billion
Q1 2025

May 06, 2025
BUY
$102.49 - $119.96 $461,614 - $540,299
4,504 Added 7.28%
66,330 $6.94 Billion
Q4 2024

Apr 29, 2025
BUY
$113.92 - $127.38 $7.04 Million - $7.88 Million
61,826 New
61,826 $7.12 Billion

Others Institutions Holding IJR

# of Institutions
2,882
Shares Held
537M
Call Options Held
490K
Put Options Held
348K
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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