Wealth Architects, LLC Ishares Core S&P Sm Cap ETF Transaction History

Wealth Architects, LLC

  • $846 Million
  • Q1 2025

A detailed history of Wealth Architects, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Wealth Architects, LLC holds 470,205 shares of IJR stock, worth $52.2 Million. This represents 5.81% of its overall portfolio holdings.

Number of Shares
470,205
Previous 712,921 34.05%
Holding current value
$52.2 Million
Previous $74.6 Million 34.05%
% of portfolio
5.81%
Previous 0.42%

Shares

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

May 14, 2025
SELL
$102.49 - $119.96 $24.9 Million - $29.1 Million
-242,716 Reduced 34.05%
470,205 $49.2 Million
Q1 2025

May 12, 2025
BUY
$102.49 - $119.96 $24.3 Million - $28.4 Million
236,999 Added 49.8%
712,921 $74.6 Million
Q4 2024

Feb 10, 2025
BUY
$113.92 - $127.38 $1.38 Million - $1.54 Million
12,105 Added 2.61%
475,922 $54.8 Million
Q3 2024

Oct 31, 2024
BUY
$105.53 - $118.34 $2.58 Million - $2.89 Million
24,452 Added 5.57%
463,817 $54.2 Million
Q2 2024

Aug 08, 2024
BUY
$102.13 - $110.88 $1.38 Million - $1.5 Million
13,510 Added 3.17%
439,365 $46.9 Million
Q1 2024

May 13, 2024
BUY
$102.35 - $110.52 $790,244 - $853,324
7,721 Added 1.85%
425,855 $47.1 Million
Q4 2023

Feb 14, 2024
SELL
$87.61 - $110.11 $462,493 - $581,270
-5,279 Reduced 1.25%
418,134 $45.3 Million
Q3 2023

Nov 09, 2023
BUY
$92.9 - $105.16 $804,142 - $910,264
8,656 Added 2.09%
423,413 $39.9 Million
Q2 2023

Aug 02, 2023
BUY
$91.14 - $99.81 $1.52 Million - $1.67 Million
16,723 Added 4.2%
414,757 $41.3 Million
Q1 2023

Apr 21, 2023
BUY
$92.27 - $107.68 $1.11 Million - $1.29 Million
12,001 Added 3.11%
398,034 $38.5 Million
Q4 2022

Feb 09, 2023
SELL
$89.09 - $102.13 $228,604 - $262,065
-2,566 Reduced 0.66%
386,033 $36.5 Million
Q3 2022

Oct 24, 2022
BUY
$87.04 - $106.5 $192,184 - $235,152
2,208 Added 0.57%
388,599 $33.9 Million
Q2 2022

Jul 29, 2022
BUY
$89.03 - $109.02 $371,967 - $455,485
4,178 Added 1.09%
386,391 $35.7 Million
Q1 2022

May 17, 2022
BUY
$102.32 - $116.69 $259,074 - $295,459
2,532 Added 0.67%
382,213 $41.2 Million
Q4 2021

Jan 19, 2022
BUY
$108.26 - $120.32 $2.15 Million - $2.39 Million
19,904 Added 5.53%
379,681 $43.5 Million
Q3 2021

Nov 09, 2021
SELL
$104.62 - $113.69 $2.19 Million - $2.37 Million
-20,890 Reduced 5.49%
359,777 $39.3 Million
Q2 2021

Aug 09, 2021
BUY
$106.38 - $116.3 $566,792 - $619,646
5,328 Added 1.42%
380,667 $43 Million
Q1 2021

Apr 29, 2021
SELL
$91.04 - $115.01 $3.45 Million - $4.35 Million
-37,863 Reduced 9.16%
375,339 $40.7 Million
Q4 2020

Jan 28, 2021
SELL
$71.23 - $92.42 $1.41 Million - $1.83 Million
-19,785 Reduced 4.57%
413,202 $38 Million
Q3 2020

Nov 09, 2020
BUY
$65.69 - $75.96 $319,187 - $369,089
4,859 Added 1.13%
432,987 $30.4 Million
Q2 2020

Aug 14, 2020
BUY
$50.99 - $75.55 $564,255 - $836,036
11,066 Added 2.65%
428,128 $29.2 Million
Q1 2020

Apr 23, 2020
SELL
$49.11 - $85.52 $683,365 - $1.19 Million
-13,915 Reduced 3.23%
417,062 $23.4 Million
Q4 2019

Jan 28, 2020
BUY
$75.05 - $84.14 $869,829 - $975,182
11,590 Added 2.76%
430,977 $36.1 Million
Q3 2019

Oct 23, 2019
BUY
$73.61 - $80.67 $107,176 - $117,455
1,456 Added 0.35%
419,387 $32.6 Million
Q2 2019

Jul 12, 2019
BUY
$73.17 - $81.37 $999,575 - $1.11 Million
13,661 Added 3.38%
417,931 $32.7 Million
Q1 2019

May 01, 2019
BUY
$68.34 - $81.18 $746,887 - $887,216
10,929 Added 2.78%
404,270 $31.2 Million
Q4 2018

Jan 17, 2019
BUY
$65.14 - $85.94 $871,833 - $1.15 Million
13,384 Added 3.52%
393,341 $27.3 Million
Q3 2018

Oct 04, 2018
SELL
$84.33 - $90.31 $1.34 Million - $1.43 Million
-15,838 Reduced 4.0%
379,957 $33.1 Million
Q2 2018

Jul 19, 2018
SELL
$75.25 - $86.64 $1.32 Million - $1.52 Million
-17,542 Reduced 4.24%
395,795 $33 Million
Q1 2018

Apr 13, 2018
BUY
$73.35 - $80.36 $273,448 - $299,582
3,728 Added 0.91%
413,337 $31.8 Million
Q4 2017

Jan 31, 2018
SELL
$73.06 - $77.74 $247,527 - $263,383
-3,388 Reduced 0.82%
409,609 $31.5 Million
Q3 2017

Nov 08, 2017
BUY
$72.31 - $74.22 $485,850 - $498,684
6,719 Added 1.65%
412,997 $30.7 Million
Q2 2017

Aug 10, 2017
BUY
N/A
406,278
406,278 $28.5 Million

Others Institutions Holding IJR

# of Institutions
2,823
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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