Wiser Advisor Group LLC Ishares Core S&P Sm Cap ETF Transaction History

Wiser Advisor Group LLC

$67.7 Billion
Q1 2025

A detailed history of Wiser Advisor Group LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Wiser Advisor Group LLC holds 3,522 shares of IJR stock, worth $390,272. This represents 0.54% of its overall portfolio holdings.

Number of Shares

3,522

Previous 3,615 2.57%

Holding current value

$390,272

Previous $417 Million 11.59%

% of portfolio

0.54%

Previous 0.61%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	SELL	$102.49 - $119.96 $9,531 - $11,156	-93 Reduced 2.57%	3,522 $368 Million
Q4 2024 Feb 05, 2025	BUY	$113.92 - $127.38 $3,873 - $4,330	34 Added 0.95%	3,615 $417 Million
Q3 2024 Nov 13, 2024	BUY	$105.53 - $118.34 $1,582 - $1,775	15 Added 0.42%	3,581 $419 Million
Q2 2024 Aug 14, 2024	BUY	$102.13 - $110.88 $12,255 - $13,305	120 Added 3.48%	3,566 $380 Million
Q1 2024 May 15, 2024	BUY	$102.35 - $110.52 $921 - $994	9 Added 0.26%	3,446 $381 Million
Q4 2023 Feb 12, 2024	BUY	$87.61 - $110.11 $301,115 - $378,448	3,437 New	3,437 $372 Million

Others Institutions Holding IJR

# of Institutions

2,806

Shares Held

557M

Call Options Held

533K

Put Options Held

388K

View Full List

About ISHARES CORE S&P SM CAP ETF

Ticker IJR
Sector ETFs
Industry ETFs

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Wiser Advisor Group LLC Ishares Core S&P Sm Cap ETF Transaction History