White Lighthouse Investment Management Inc. Ishares Core S&P Sm Cap ETF Transaction History

White Lighthouse Investment Management Inc.

  • $613 Million
  • Q2 2025

A detailed history of White Lighthouse Investment Management Inc. transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, White Lighthouse Investment Management Inc. holds 7,195 shares of IJR stock, worth $797,277. This represents 0.13% of its overall portfolio holdings.

Number of Shares
7,195
Previous 6,364 13.06%
Holding current value
$797,277
Previous $665,000 18.2%
% of portfolio
0.13%
Previous 0.12%

Shares

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

Jul 30, 2025
BUY
$90.56 - $109.49 $75,255 - $90,986
831 Added 13.06%
7,195 $786,000
Q1 2025

May 12, 2025
SELL
$102.49 - $119.96 $18,038 - $21,112
-176 Reduced 2.69%
6,364 $665,000
Q4 2024

Feb 04, 2025
SELL
$113.92 - $127.38 $28,138 - $31,462
-247 Reduced 3.64%
6,540 $753,000
Q3 2024

Oct 30, 2024
BUY
$105.53 - $118.34 $7,809 - $8,757
74 Added 1.1%
6,787 $793,000
Q2 2024

Jul 15, 2024
SELL
$102.13 - $110.88 $2,348 - $2,550
-23 Reduced 0.34%
6,713 $716,000
Q1 2024

May 07, 2024
BUY
$102.35 - $110.52 $29,169 - $31,498
285 Added 4.42%
6,736 $744,000
Q4 2023

Jan 23, 2024
SELL
$87.61 - $110.11 $24,092 - $30,280
-275 Reduced 4.09%
6,451 $698,000
Q3 2023

Oct 18, 2023
SELL
$92.9 - $105.16 $6,317 - $7,150
-68 Reduced 1.0%
6,726 $634,000
Q2 2023

Aug 07, 2023
BUY
$91.14 - $99.81 $12,759 - $13,973
140 Added 2.1%
6,794 $677,000
Q1 2023

Apr 20, 2023
SELL
$92.27 - $107.68 $48,257 - $56,316
-523 Reduced 7.29%
6,654 $643,000
Q4 2022

Jan 24, 2023
BUY
$89.09 - $102.13 $59,601 - $68,324
669 Added 10.28%
7,177 $0
Q3 2022

Oct 18, 2022
SELL
$87.04 - $106.5 $43,955 - $53,782
-505 Reduced 7.2%
6,508 $567,000
Q1 2022

Apr 20, 2022
BUY
$102.32 - $116.69 $75,205 - $85,767
735 Added 11.71%
7,013 $757,000
Q4 2021

Jan 12, 2022
BUY
$108.26 - $120.32 $5,629 - $6,256
52 Added 0.84%
6,278 $719,000
Q3 2021

Oct 20, 2021
BUY
$104.62 - $113.69 $8,160 - $8,867
78 Added 1.27%
6,226 $680,000
Q2 2021

Jul 26, 2021
SELL
$106.38 - $116.3 $7,233 - $7,908
-68 Reduced 1.09%
6,148 $695,000
Q1 2021

May 07, 2021
SELL
$91.04 - $115.01 $119,808 - $151,353
-1,316 Reduced 17.47%
6,216 $675,000
Q4 2020

Feb 03, 2021
SELL
$71.23 - $92.42 $33,335 - $43,252
-468 Reduced 5.85%
7,532 $692,000
Q3 2020

Oct 15, 2020
BUY
$65.69 - $75.96 $12,481 - $14,432
190 Added 2.43%
8,000 $562,000
Q2 2020

Jul 23, 2020
BUY
$50.99 - $75.55 $123,752 - $183,359
2,427 Added 45.09%
7,810 $533,000
Q1 2020

Apr 07, 2020
BUY
$49.11 - $85.52 $264,359 - $460,354
5,383 New
5,383 $302,000

Others Institutions Holding IJR

# of Institutions
2,806
Shares Held
556M
Call Options Held
533K
Put Options Held
388K
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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