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

White Lighthouse Investment Management Inc.

$654 Million
Q3 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 6,720 shares of IJR stock, worth $785,232. This represents 0.12% of its overall portfolio holdings.

Number of Shares

6,720

Previous 7,195 6.6%

Holding current value

$785,232

Previous $786,000 1.53%

% of portfolio

0.12%

Previous 0.13%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 13, 2025	SELL	$108.46 - $120.63 $51,518 - $57,299	-475 Reduced 6.6%	6,720 $798,000
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

2,881

Shares Held

537M

Call Options Held

490K

Put Options Held

336K

View Full List

About ISHARES CORE S&P SM CAP ETF

Ticker IJR
Sector ETFs
Industry ETFs

More about IJR

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of White Lighthouse Investment Management Inc., based on Form 13F filings with the SEC.

News

Stay updated on White Lighthouse Investment Management Inc. with notifications on news.

Account

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