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 $8.37 Million. This represents 6.96% of its overall portfolio holdings.

Number of Shares

71,081

Previous 69,809 1.82%

Holding current value

$8.37 Million

Previous $7.63 Billion 10.71%

% of portfolio

6.96%

Previous 6.54%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

2,844

Shares Held

545M

Call Options Held

554K

Put Options Held

325K

View Full List

About ISHARES CORE S&P SM CAP ETF

Ticker IJR
Sector ETFs
Industry ETFs

More about IJR

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