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

Olistico Wealth, LLC

  • $189 Billion
  • Q3 2025

A detailed history of Olistico Wealth, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Olistico Wealth, LLC holds 28,305 shares of IJR stock, worth $3.31 Million. This represents 1.78% of its overall portfolio holdings.

Number of Shares
28,305
Previous 27,452 3.11%
Holding current value
$3.31 Million
Previous $3 Billion 12.11%
% of portfolio
1.78%
Previous 1.67%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 24, 2025
BUY
$108.46 - $120.63 $92,516 - $102,897
853 Added 3.11%
28,305 $3.36 Billion
Q2 2025

Jul 22, 2025
BUY
$90.56 - $109.49 $296,855 - $358,908
3,278 Added 13.56%
27,452 $3 Billion
Q1 2025

Apr 29, 2025
BUY
$102.49 - $119.96 $112,124 - $131,236
1,094 Added 4.74%
24,174 $2.53 Billion
Q4 2024

Jan 17, 2025
BUY
$113.92 - $127.38 $159,260 - $178,077
1,398 Added 6.45%
23,080 $2.66 Billion
Q3 2024

Oct 08, 2024
BUY
$105.53 - $118.34 $184,466 - $206,858
1,748 Added 8.77%
21,682 $2.54 Billion
Q2 2024

Jul 09, 2024
BUY
$102.13 - $110.88 $57,294 - $62,203
561 Added 2.9%
19,934 $2.13 Billion
Q1 2024

Apr 24, 2024
BUY
$102.35 - $110.52 $87,611 - $94,605
856 Added 4.62%
19,373 $2.14 Billion
Q4 2023

Feb 12, 2024
BUY
$87.61 - $110.11 $353,155 - $443,853
4,031 Added 27.83%
18,517 $2 Billion
Q3 2023

Oct 18, 2023
BUY
$92.9 - $105.16 $45,428 - $51,423
489 Added 3.49%
14,486 $1.37 Billion
Q2 2023

Jul 25, 2023
SELL
$91.14 - $99.81 $529,523 - $579,896
-5,810 Reduced 29.33%
13,997 $1.39 Billion
Q1 2023

May 11, 2023
BUY
$92.27 - $107.68 $98,083 - $114,463
1,063 Added 5.67%
19,807 $1.92 Billion
Q4 2022

Feb 02, 2023
BUY
$89.09 - $102.13 $1.67 Million - $1.91 Million
18,744 New
18,744 $1.77 Billion

Others Institutions Holding IJR

# of Institutions
2,881
Shares Held
537M
Call Options Held
490K
Put Options Held
348K
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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