Watts Gwilliam & Co., LLC Ishares Core S&P Sm Cap ETF Transaction History

Watts Gwilliam & Co., LLC

$569 Million
Q2 2025

A detailed history of Watts Gwilliam & Co., LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Watts Gwilliam & Co., LLC holds 70,757 shares of IJR stock, worth $8.33 Million. This represents 1.36% of its overall portfolio holdings.

Number of Shares

70,757

Previous 71,554 1.11%

Holding current value

$8.33 Million

Previous $7.48 Million 3.35%

% of portfolio

1.36%

Previous 1.5%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Sep 19, 2025	SELL	$90.56 - $109.49 $72,176 - $87,263	-797 Reduced 1.11%	70,757 $7.73 Million
Q1 2025 May 13, 2025	BUY	$102.49 - $119.96 $21,830 - $25,551	213 Added 0.3%	71,554 $7.48 Million
Q4 2024 Jan 08, 2025	BUY	$113.92 - $127.38 $179,424 - $200,623	1,575 Added 2.26%	71,341 $8.23 Billion
Q3 2024 Oct 09, 2024	BUY	$105.53 - $118.34 $935,734 - $1.05 Million	8,867 Added 14.56%	69,766 $7.99 Billion
Q1 2024 May 15, 2024	BUY	$102.35 - $110.52 $6.23 Million - $6.73 Million	60,899 New	60,899 $6.72 Billion

Others Institutions Holding IJR

# of Institutions

2,849

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

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Watts Gwilliam & Co., LLC Ishares Core S&P Sm Cap ETF Transaction History