Yhb Investment Advisors, Inc. Ishares Core S&P Sm Cap ETF Transaction History

Yhb Investment Advisors, Inc.

$1.2 Billion
Q4 2024

A detailed history of Yhb Investment Advisors, Inc. transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Yhb Investment Advisors, Inc. holds 206,406 shares of IJR stock, worth $21.7 Million. This represents 1.99% of its overall portfolio holdings.

Number of Shares

206,406

Previous 202,430 1.96%

Holding current value

$21.7 Million

Previous $23.7 Million 0.45%

% of portfolio

1.99%

Previous 2.0%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	BUY	$113.92 - $127.38 $452,945 - $506,462	3,976 Added 1.96%	206,406 $23.8 Million
Q3 2024 Oct 22, 2024	BUY	$105.53 - $118.34 $952,302 - $1.07 Million	9,024 Added 4.67%	202,430 $23.7 Million
Q2 2024 Aug 01, 2024	BUY	$102.13 - $110.88 $289,538 - $314,344	2,835 Added 1.49%	193,406 $20.6 Million
Q1 2024 Aug 14, 2024	SELL	$102.35 - $110.52 $290,162 - $313,324	-2,835 Reduced 1.47%	190,571 $21.1 Million
Q1 2024 Apr 26, 2024	BUY	$102.35 - $110.52 $1.21 Million - $1.31 Million	11,821 Added 6.61%	190,571 $21.1 Million
Q4 2023 Jan 29, 2024	BUY	$87.61 - $110.11 $238,824 - $300,159	2,726 Added 1.55%	178,750 $19.3 Million
Q3 2023 Oct 23, 2023	BUY	$92.9 - $105.16 $284,366 - $321,894	3,061 Added 1.77%	176,024 $16.6 Million
Q2 2023 Aug 10, 2023	BUY	$91.14 - $99.81 $451,143 - $494,059	4,950 Added 2.95%	172,963 $17.2 Million
Q1 2023 May 08, 2023	BUY	$92.27 - $107.68 $2.6 Million - $3.04 Million	28,232 Added 20.2%	168,013 $16.2 Million
Q4 2022 Jan 12, 2023	BUY	$89.09 - $102.13 $145,929 - $167,288	1,638 Added 1.19%	139,781 $0
Q3 2022 Nov 03, 2022	BUY	$87.04 - $106.5 $3.03 Million - $3.71 Million	34,854 Added 33.74%	138,143 $12 Million
Q2 2022 Jul 14, 2022	SELL	$89.03 - $109.02 $74,161 - $90,813	-833 Reduced 0.8%	103,289 $9.55 Million
Q1 2022 Apr 14, 2022	BUY	$102.32 - $116.69 $78,786 - $89,851	770 Added 0.75%	104,122 $11.2 Million
Q4 2021 Jan 18, 2022	BUY	$108.26 - $120.32 $225,722 - $250,867	2,085 Added 2.06%	103,352 $11.8 Million
Q3 2021 Oct 28, 2021	BUY	$104.62 - $113.69 $131,298 - $142,680	1,255 Added 1.25%	101,267 $11.1 Million
Q2 2021 Jul 15, 2021	SELL	$106.38 - $116.3 $16,063 - $17,561	-151 Reduced 0.15%	100,012 $11.3 Million
Q1 2021 Apr 22, 2021	SELL	$91.04 - $115.01 $282,224 - $356,531	-3,100 Reduced 3.0%	100,163 $11.1 Million
Q4 2020 Jan 21, 2021	SELL	$71.23 - $92.42 $45,729 - $59,333	-642 Reduced 0.62%	103,263 $9.49 Million
Q3 2020 Nov 02, 2020	BUY	$65.69 - $75.96 $6.83 Million - $7.89 Million	103,905 New	103,905 $7.3 Million

Others Institutions Holding IJR

# of Institutions

2,834

Shares Held

537M

Call Options Held

877K

Put Options Held

272K

View Full List

About ISHARES CORE S&P SM CAP ETF

Ticker IJR
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Yhb Investment Advisors, Inc. Ishares Core S&P Sm Cap ETF Transaction History