Wetzel Investment Advisors, Inc. Ishares Core S&P Sm Cap ETF Transaction History

Wetzel Investment Advisors, Inc.

$196 Million
Q4 2024

A detailed history of Wetzel Investment Advisors, Inc. transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Wetzel Investment Advisors, Inc. holds 42,306 shares of IJR stock, worth $4.95 Million. This represents 2.49% of its overall portfolio holdings.

Number of Shares

42,306

Previous 40,391 4.74%

Holding current value

$4.95 Million

Previous $4.72 Million 3.18%

% of portfolio

2.49%

Previous 2.44%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	BUY	$113.92 - $127.38 $218,156 - $243,932	1,915 Added 4.74%	42,306 $4.87 Million
Q3 2024 Oct 29, 2024	BUY	$105.53 - $118.34 $2.22 Million - $2.49 Million	21,073 Added 109.08%	40,391 $4.72 Million
Q2 2024 Aug 07, 2024	SELL	$102.13 - $110.88 $43,303 - $47,013	-424 Reduced 2.15%	19,318 $2.06 Million
Q1 2024 Apr 23, 2024	BUY	$102.35 - $110.52 $155,162 - $167,548	1,516 Added 8.32%	19,742 $2.18 Million
Q4 2023 Jan 31, 2024	BUY	$87.61 - $110.11 $1.6 Million - $2.01 Million	18,226 New	18,226 $1.97 Million

Others Institutions Holding IJR

# of Institutions

2,788

Shares Held

536M

Call Options Held

995K

Put Options Held

461K

View Full List

About ISHARES CORE S&P SM CAP ETF

Ticker IJR
Sector ETFs
Industry ETFs

More about IJR

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Wetzel Investment Advisors, Inc. Ishares Core S&P Sm Cap ETF Transaction History