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

Walkner Condon Financial Advisors LLC

  • $529 Million
  • Q2 2025

A detailed history of Walkner Condon Financial Advisors LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Walkner Condon Financial Advisors LLC holds 37,417 shares of IJR stock, worth $4.41 Million. This represents 0.77% of its overall portfolio holdings.

Number of Shares
37,417
Previous 32,403 15.47%
Holding current value
$4.41 Million
Previous $3.39 Million 20.69%
% of portfolio
0.77%
Previous 0.7%

Shares

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

Aug 06, 2025
BUY
$90.56 - $109.49 $454,067 - $548,982
5,014 Added 15.47%
37,417 $4.09 Million
Q1 2025

Apr 22, 2025
BUY
$102.49 - $119.96 $2.24 Million - $2.62 Million
21,829 Added 206.44%
32,403 $3.39 Million
Q4 2024

Jan 29, 2025
SELL
$113.92 - $127.38 $71,769 - $80,249
-630 Reduced 5.62%
10,574 $1.22 Million
Q3 2024

Oct 31, 2024
BUY
$105.53 - $118.34 $75,665 - $84,849
717 Added 6.84%
11,204 $1.31 Million
Q2 2024

Jul 26, 2024
SELL
$102.13 - $110.88 $29,821 - $32,376
-292 Reduced 2.71%
10,487 $1.12 Million
Q1 2024

Apr 22, 2024
BUY
$102.35 - $110.52 $19,344 - $20,888
189 Added 1.78%
10,779 $1.19 Million
Q4 2023

Jan 23, 2024
BUY
$87.61 - $110.11 $29,174 - $36,666
333 Added 3.25%
10,590 $1.15 Million
Q3 2023

Oct 19, 2023
BUY
$92.9 - $105.16 $115,846 - $131,134
1,247 Added 13.84%
10,257 $967,000
Q2 2023

Jul 21, 2023
SELL
$91.14 - $99.81 $237,784 - $260,404
-2,609 Reduced 22.45%
9,010 $897,000
Q1 2023

Apr 20, 2023
BUY
$92.27 - $107.68 $78,521 - $91,635
851 Added 7.9%
11,619 $1.12 Million
Q4 2022

Jan 25, 2023
BUY
$89.09 - $102.13 $228,783 - $262,269
2,568 Added 31.32%
10,768 $0
Q3 2022

Oct 28, 2022
BUY
$87.04 - $106.5 $66,933 - $81,898
769 Added 10.35%
8,200 $715,000
Q2 2022

Aug 04, 2022
BUY
$89.03 - $109.02 $64,991 - $79,584
730 Added 10.89%
7,431 $687,000
Q1 2022

May 03, 2022
BUY
$102.32 - $116.69 $271,148 - $309,228
2,650 Added 65.42%
6,701 $723 Million
Q4 2021

Feb 11, 2022
BUY
$108.26 - $120.32 $75,565 - $83,983
698 Added 20.82%
4,051 $463,000
Q3 2021

Nov 04, 2021
BUY
$104.62 - $113.69 $6,381 - $6,935
61 Added 1.85%
3,353 $369,000
Q2 2021

Aug 10, 2021
BUY
$106.38 - $116.3 $33,190 - $36,285
312 Added 10.47%
3,292 $374,000
Q1 2021

Apr 13, 2021
BUY
$91.04 - $115.01 $31,681 - $40,023
348 Added 13.22%
2,980 $323,000
Q4 2020

Jan 12, 2021
BUY
$71.23 - $92.42 $187,477 - $243,249
2,632 New
2,632 $242,000

Others Institutions Holding IJR

# of Institutions
2,839
Shares Held
545M
Call Options Held
554K
Put Options Held
325K
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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