Wealth Care Investment Partners, LLC Ishares Core S&P Sm Cap ETF Transaction History

Wealth Care Investment Partners, LLC

  • $259 Million
  • Q2 2025

A detailed history of Wealth Care Investment Partners, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Wealth Care Investment Partners, LLC holds 29,191 shares of IJR stock, worth $3.46 Million. This represents 1.23% of its overall portfolio holdings.

Number of Shares
29,191
Previous 27,142 7.55%
Holding current value
$3.46 Million
Previous $2.84 Million 12.4%
% of portfolio
1.23%
Previous 1.21%

Shares

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

Jul 08, 2025
BUY
$90.56 - $109.49 $185,557 - $224,345
2,049 Added 7.55%
29,191 $3.19 Million
Q1 2025

Apr 22, 2025
BUY
$102.49 - $119.96 $101,977 - $119,360
995 Added 3.81%
27,142 $2.84 Million
Q4 2024

Feb 03, 2025
BUY
$113.92 - $127.38 $23,011 - $25,730
202 Added 0.78%
26,147 $3.01 Million
Q3 2024

Oct 08, 2024
BUY
$105.53 - $118.34 $141,621 - $158,812
1,342 Added 5.45%
25,945 $3.03 Million
Q2 2024

Jul 18, 2024
BUY
$102.13 - $110.88 $118,266 - $128,399
1,158 Added 4.94%
24,603 $2.62 Million
Q1 2024

Apr 15, 2024
BUY
$102.35 - $110.52 $147,691 - $159,480
1,443 Added 6.56%
23,445 $2.59 Million
Q4 2023

Jan 18, 2024
BUY
$87.61 - $110.11 $73,855 - $92,822
843 Added 3.98%
22,002 $2.38 Million
Q3 2023

Oct 10, 2023
BUY
$92.9 - $105.16 $104,791 - $118,620
1,128 Added 5.63%
21,159 $2 Million
Q2 2023

Jul 13, 2023
BUY
$91.14 - $99.81 $45,296 - $49,605
497 Added 2.54%
20,031 $2 Million
Q1 2023

Apr 10, 2023
BUY
$92.27 - $107.68 $245,345 - $286,321
2,659 Added 15.76%
19,534 $1.89 Million
Q4 2022

Jan 19, 2023
BUY
$89.09 - $102.13 $33,141 - $37,992
372 Added 2.25%
16,875 $0
Q3 2022

Oct 17, 2022
BUY
$87.04 - $106.5 $83,732 - $102,453
962 Added 6.19%
16,503 $1.44 Million
Q2 2022

Jul 18, 2022
BUY
$89.03 - $109.02 $375,973 - $460,391
4,223 Added 37.31%
15,541 $1.44 Million
Q1 2022

Apr 14, 2022
BUY
$102.32 - $116.69 $203,105 - $231,629
1,985 Added 21.27%
11,318 $1.2 Million
Q4 2021

Feb 07, 2022
BUY
$108.26 - $120.32 $1.01 Million - $1.12 Million
9,333 New
9,333 $1.07 Million

Others Institutions Holding IJR

# of Institutions
2,829
Shares Held
564M
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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