Wingate Wealth Advisors, Inc. Ishares Core S&P Sm Cap ETF Transaction History

Wingate Wealth Advisors, Inc.

  • $112 Billion
  • Q2 2025

A detailed history of Wingate Wealth Advisors, Inc. transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Wingate Wealth Advisors, Inc. holds 3,101 shares of IJR stock, worth $365,266. This represents 0.3% of its overall portfolio holdings.

Number of Shares
3,101
Previous 4,035 23.15%
Holding current value
$365,266
Previous $422 Million 19.67%
% of portfolio
0.3%
Previous 0.49%

Shares

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

Jul 29, 2025
SELL
$90.56 - $109.49 $84,583 - $102,263
-934 Reduced 23.15%
3,101 $339 Million
Q1 2025

Apr 23, 2025
SELL
$102.49 - $119.96 $122,270 - $143,112
-1,193 Reduced 22.82%
4,035 $422 Million
Q4 2024

Jan 28, 2025
BUY
$113.92 - $127.38 $595,573 - $665,942
5,228 New
5,228 $602 Million

Others Institutions Holding IJR

# of Institutions
2,849
Shares Held
545M
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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