Wealth Management Associates, Inc. Ishares Core S&P Sm Cap ETF Transaction History

Wealth Management Associates, Inc.

$233 Billion
Q1 2025

A detailed history of Wealth Management Associates, Inc. transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Wealth Management Associates, Inc. holds 2,193 shares of IJR stock, worth $231,076. This represents 0.1% of its overall portfolio holdings.

Number of Shares

2,193

Previous 2,190 0.14%

Holding current value

$231,076

Previous $252 Million 9.09%

% of portfolio

0.1%

Previous 0.11%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 28, 2025	BUY	$102.49 - $119.96 $307 - $359	3 Added 0.14%	2,193 $229 Million
Q4 2024 May 28, 2025	BUY	$113.92 - $127.38 $227 - $254	2 Added 0.09%	2,190 $252 Million
Q3 2024 May 28, 2025	BUY	$105.53 - $118.34 $230,899 - $258,927	2,188 New	2,188 $256 Million
Q1 2022 May 28, 2025	SELL	$102.32 - $116.69 $182,948 - $208,641	-1,788 Closed	0 $0
Q4 2021 May 28, 2025	SELL	$108.26 - $120.32 $28,472 - $31,644	-263 Reduced 12.82%	1,788 $205 Million
Q3 2021 May 28, 2025	SELL	$104.62 - $113.69 $26,782 - $29,104	-256 Reduced 11.1%	2,051 $224 Million
Q4 2020 May 28, 2025	BUY	$71.23 - $92.42 $164,327 - $213,212	2,307 New	2,307 $212 Million
Q1 2020 May 28, 2025	SELL	$49.11 - $85.52 $251,148 - $437,349	-5,114 Closed	0 $0
Q4 2019 May 28, 2025	SELL	$75.05 - $84.14 $8,855 - $9,928	-118 Reduced 2.26%	5,114 $429 Million
Q3 2019 May 28, 2025	BUY	$73.61 - $80.67 $26,646 - $29,202	362 Added 7.43%	5,232 $407 Million
Q2 2019 May 28, 2025	BUY	$73.17 - $81.37 $16,243 - $18,064	222 Added 4.78%	4,870 $381 Million
Q1 2019 May 28, 2025	BUY	$68.34 - $81.18 $82,623 - $98,146	1,209 Added 35.16%	4,648 $359 Million
Q4 2018 May 28, 2025	BUY	$65.14 - $85.94 $224,016 - $295,547	3,439 New	3,439 $238 Million

Others Institutions Holding IJR

# of Institutions

2,814

Shares Held

548M

Call Options Held

533K

Put Options Held

389K

View Full List

About ISHARES CORE S&P SM CAP ETF

Ticker IJR
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Wealth Management Associates, Inc. Ishares Core S&P Sm Cap ETF Transaction History