Valued Wealth Advisors LLC Ishares Core S&P Sm Cap ETF Transaction History

Valued Wealth Advisors LLC

  • $216 Billion
  • Q3 2025

A detailed history of Valued Wealth Advisors LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Valued Wealth Advisors LLC holds 1,919 shares of IJR stock, worth $224,235. This represents 0.11% of its overall portfolio holdings.

Number of Shares
1,919
Previous 1,919 -0.0%
Holding current value
$224,235
Previous $210 Million 8.73%
% of portfolio
0.11%
Previous 0.11%

Shares

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

Aug 06, 2025
BUY
$90.56 - $109.49 $1,086 - $1,313
12 Added 0.63%
1,919 $210 Million
Q4 2024

Jan 22, 2025
BUY
$113.92 - $127.38 $3,531 - $3,948
31 Added 1.65%
1,907 $220 Million
Q1 2024

Apr 30, 2024
BUY
$102.35 - $110.52 $2,661 - $2,873
26 Added 1.41%
1,876 $207 Million
Q4 2023

Jan 05, 2024
BUY
$87.61 - $110.11 $162,078 - $203,703
1,850 New
1,850 $175 Million

Others Institutions Holding IJR

# of Institutions
2,880
Shares Held
537M
Call Options Held
490K
Put Options Held
336K
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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