Wmg Financial Advisors, LLC Ishares Core S&P Sm Cap ETF Transaction History

Wmg Financial Advisors, LLC

$246 Million
Q2 2025

A detailed history of Wmg Financial Advisors, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Wmg Financial Advisors, LLC holds 4,871 shares of IJR stock, worth $556,609. This represents 0.22% of its overall portfolio holdings.

Number of Shares

4,871

Previous 4,809 1.29%

Holding current value

$556,609

Previous $502,000 5.98%

% of portfolio

0.22%

Previous 0.23%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 24, 2025	BUY	$90.56 - $109.49 $5,614 - $6,788	62 Added 1.29%	4,871 $532,000
Q2 2024 Jul 30, 2024	SELL	$102.13 - $110.88 $1,021 - $1,108	-10 Reduced 0.21%	4,809 $512,000
Q2 2023 Aug 03, 2023	BUY	$91.14 - $99.81 $2,643 - $2,894	29 Added 0.61%	4,819 $480,000
Q1 2023 Apr 18, 2023	SELL	$92.27 - $107.68 $6,643 - $7,752	-72 Reduced 1.48%	4,790 $463,000
Q4 2022 Feb 10, 2023	SELL	$89.09 - $102.13 $2,227 - $2,553	-25 Reduced 0.51%	4,862 $460,000
Q3 2022 Oct 18, 2022	SELL	$87.04 - $106.5 $14,622 - $17,892	-168 Reduced 3.32%	4,887 $426,000
Q2 2022 Aug 08, 2022	SELL	$89.03 - $109.02 $8,903 - $10,902	-100 Reduced 1.94%	5,055 $467,000
Q1 2022 Apr 18, 2022	BUY	$102.32 - $116.69 $4,809 - $5,484	47 Added 0.92%	5,155 $556,000
Q4 2021 Feb 14, 2022	BUY	$108.26 - $120.32 $552,992 - $614,594	5,108 New	5,108 $584,000

Others Institutions Holding IJR

# of Institutions

2,835

Shares Held

564M

Call Options Held

554K

Put Options Held

325K

View Full List

About ISHARES CORE S&P SM CAP ETF

Ticker IJR
Sector ETFs
Industry ETFs

More about IJR

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Wmg Financial Advisors, LLC Ishares Core S&P Sm Cap ETF Transaction History