Zrc Wealth Management, LLC Ishares Core S&P Sm Cap ETF Transaction History

Zrc Wealth Management, LLC

$231 Billion
Q1 2025

A detailed history of Zrc Wealth Management, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Zrc Wealth Management, LLC holds 55,997 shares of IJR stock, worth $5.82 Million. This represents 2.53% of its overall portfolio holdings.

Number of Shares

55,997

Previous 54,389 2.96%

Holding current value

$5.82 Million

Previous $6.27 Billion 6.52%

% of portfolio

2.53%

Previous 2.65%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 09, 2025	BUY	$102.49 - $119.96 $164,803 - $192,895	1,608 Added 2.96%	55,997 $5.86 Billion
Q4 2024 Jan 28, 2025	BUY	$113.92 - $127.38 $289,584 - $323,799	2,542 Added 4.9%	54,389 $6.27 Billion
Q3 2024 Oct 04, 2024	BUY	$105.53 - $118.34 $82,418 - $92,423	781 Added 1.53%	51,847 $6.06 Billion
Q2 2024 Jul 08, 2024	BUY	$102.13 - $110.88 $192,106 - $208,565	1,881 Added 3.82%	51,066 $5.45 Billion
Q1 2024 Apr 19, 2024	BUY	$102.35 - $110.52 $337,857 - $364,826	3,301 Added 7.19%	49,185 $5.44 Billion
Q4 2023 Jan 16, 2024	SELL	$87.61 - $110.11 $2,978 - $3,743	-34 Reduced 0.07%	45,884 $4.33 Billion
Q3 2023 Oct 10, 2023	BUY	$92.9 - $105.16 $190,166 - $215,262	2,047 Added 4.67%	45,918 $4.33 Billion
Q2 2023 Jul 06, 2023	BUY	$91.14 - $99.81 $130,239 - $142,628	1,429 Added 3.37%	43,871 $4.39 Billion
Q1 2023 May 04, 2023	BUY	$92.27 - $107.68 $3.92 Million - $4.57 Million	42,442 New	42,442 $4.1 Billion

Others Institutions Holding IJR

# of Institutions

2,835

Shares Held

538M

Call Options Held

877K

Put Options Held

272K

View Full List

About ISHARES CORE S&P SM CAP ETF

Ticker IJR
Sector ETFs
Industry ETFs

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Zrc Wealth Management, LLC Ishares Core S&P Sm Cap ETF Transaction History