Valley Forge Investment Consultants Inc Adv Ishares Core S&P Sm Cap ETF Transaction History

Valley Forge Investment Consultants Inc Adv

  • $280 Million
  • Q1 2025

A detailed history of Valley Forge Investment Consultants Inc Adv transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Valley Forge Investment Consultants Inc Adv holds 167,400 shares of IJR stock, worth $17.8 Million. This represents 6.26% of its overall portfolio holdings.

Number of Shares
167,400
Previous 165,270 1.29%
Holding current value
$17.8 Million
Previous $19 Million 8.07%
% of portfolio
6.26%
Previous 6.56%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 08, 2025
BUY
$102.49 - $119.96 $218,303 - $255,514
2,130 Added 1.29%
167,400 $17.5 Million
Q4 2024

Feb 12, 2025
BUY
$113.92 - $127.38 $538,158 - $601,743
4,724 Added 2.94%
165,270 $19 Million
Q3 2024

Nov 14, 2024
BUY
$105.53 - $118.34 $165,154 - $185,202
1,565 Added 0.98%
160,546 $18.8 Million
Q2 2024

Aug 09, 2024
BUY
$102.13 - $110.88 $439,976 - $477,671
4,308 Added 2.79%
158,981 $17 Million
Q1 2024

Apr 30, 2024
BUY
$102.35 - $110.52 $843,159 - $910,463
8,238 Added 5.63%
154,673 $17.1 Million
Q4 2023

Feb 09, 2024
BUY
$87.61 - $110.11 $133,430 - $167,697
1,523 Added 1.05%
146,435 $15.9 Million
Q3 2023

Nov 09, 2023
BUY
$92.9 - $105.16 $1.36 Million - $1.54 Million
14,650 Added 11.25%
144,912 $13.7 Million
Q2 2023

Aug 01, 2023
SELL
$91.14 - $99.81 $439,294 - $481,084
-4,820 Reduced 3.57%
130,262 $13 Million
Q1 2023

May 08, 2023
SELL
$92.27 - $107.68 $700,698 - $817,721
-7,594 Reduced 5.32%
135,082 $13.1 Million
Q4 2022

Feb 14, 2023
SELL
$89.09 - $102.13 $770,539 - $883,322
-8,649 Reduced 5.72%
142,676 $13.5 Million
Q3 2022

Nov 10, 2022
SELL
$87.04 - $106.5 $565,150 - $691,504
-6,493 Reduced 4.11%
151,325 $13.2 Million
Q2 2022

Aug 03, 2022
SELL
$89.03 - $109.02 $142,002 - $173,886
-1,595 Reduced 1.0%
157,818 $14.6 Million
Q1 2022

May 06, 2022
BUY
$102.32 - $116.69 $1.8 Million - $2.06 Million
17,615 Added 12.42%
159,413 $17.2 Million
Q4 2021

Feb 10, 2022
BUY
$108.26 - $120.32 $2.82 Million - $3.14 Million
26,066 Added 22.52%
141,798 $16.2 Million
Q3 2021

Nov 05, 2021
SELL
$104.62 - $113.69 $515,044 - $559,695
-4,923 Reduced 4.08%
115,732 $13.1 Million
Q3 2021

Nov 05, 2021
BUY
$104.62 - $113.69 $515,044 - $559,695
4,923 Added 4.25%
120,655 $13.2 Million
Q2 2021

Aug 10, 2021
BUY
$106.38 - $116.3 $2.88 Million - $3.15 Million
27,067 Added 30.53%
115,732 $13.1 Million
Q1 2021

May 04, 2021
BUY
$91.04 - $115.01 $1.51 Million - $1.91 Million
16,606 Added 23.05%
88,665 $9.62 Million
Q4 2020

Feb 04, 2021
BUY
$71.23 - $92.42 $5.13 Million - $6.66 Million
72,059 New
72,059 $6.62 Million

Others Institutions Holding IJR

# of Institutions
2,820
Shares Held
548M
Call Options Held
533K
Put Options Held
389K
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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