Financial Perspectives, Inc Ishares Core S&P Sm Cap ETF Transaction History

Financial Perspectives, Inc

$361 Billion
Q3 2025

A detailed history of Financial Perspectives, Inc transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Financial Perspectives, Inc holds 4,744 shares of IJR stock, worth $554,336. This represents 0.16% of its overall portfolio holdings.

Number of Shares

4,744

Previous 4,832 1.82%

Holding current value

$554,336

Previous $528 Million 6.75%

% of portfolio

0.16%

Previous 0.16%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 22, 2025	SELL	$108.46 - $120.63 $9,544 - $10,615	-88 Reduced 1.82%	4,744 $564 Million
Q2 2025 Jul 29, 2025	BUY	$90.56 - $109.49 $2,173 - $2,627	24 Added 0.5%	4,832 $528 Million
Q1 2025 Apr 18, 2025	BUY	$102.49 - $119.96 $21,112 - $24,711	206 Added 4.48%	4,808 $503 Million
Q4 2024 Jan 31, 2025	BUY	$113.92 - $127.38 $29,847 - $33,373	262 Added 6.04%	4,602 $530 Million
Q3 2024 Oct 17, 2024	BUY	$105.53 - $118.34 $8,547 - $9,585	81 Added 1.9%	4,340 $508 Million

Q2 2024 Aug 09, 2024	BUY	$102.13 - $110.88 $22,162 - $24,060	217 Added 5.37%	4,259 $454 Million
Q1 2024 Apr 19, 2024	BUY	$102.35 - $110.52 $63,968 - $69,075	625 Added 18.29%	4,042 $447 Million
Q4 2023 Feb 01, 2024	BUY	$87.61 - $110.11 $22,953 - $28,848	262 Added 8.3%	3,417 $370 Million
Q3 2023 Jan 09, 2024	BUY	$92.9 - $105.16 $22,946 - $25,974	247 Added 8.49%	3,155 $298 Million
Q2 2023 Jan 09, 2024	BUY	$91.14 - $99.81 $4,648 - $5,090	51 Added 1.79%	2,908 $290 Million
Q1 2023 Jan 09, 2024	BUY	$92.27 - $107.68 $18,454 - $21,536	200 Added 7.53%	2,857 $276 Million
Q4 2022 Jan 09, 2024	SELL	$89.09 - $102.13 $178 - $204	-2 Reduced 0.08%	2,657 $251 Million
Q3 2022 Jan 09, 2024	BUY	$87.04 - $106.5 $26,982 - $33,015	310 Added 13.2%	2,659 $232 Million
Q2 2022 Jan 09, 2024	BUY	$89.03 - $109.02 $1,691 - $2,071	19 Added 0.82%	2,349 $217 Million
Q1 2022 Jan 09, 2024	BUY	$102.32 - $116.69 $20,770 - $23,688	203 Added 9.54%	2,330 $251 Million
Q4 2021 Jan 09, 2024	BUY	$108.26 - $120.32 $5,521 - $6,136	51 Added 2.46%	2,127 $244 Million
Q3 2021 Jan 09, 2024	BUY	$104.62 - $113.69 $2,510 - $2,728	24 Added 1.17%	2,076 $227 Million
Q2 2021 Jan 09, 2024	SELL	$106.38 - $116.3 $20.3 Million - $22.2 Million	-191,155 Reduced 98.94%	2,052 $232 Million
Q1 2021 Jan 09, 2024	BUY	$91.04 - $115.01 $17.4 Million - $22 Million	191,505 Added 11251.76%	193,207 $1.78 Million
Q4 2020 Jan 09, 2024	BUY	$71.23 - $92.42 $1,210 - $1,571	17 Added 1.01%	1,702 $156 Million
Q4 2019 Jan 09, 2024	BUY	$75.05 - $84.14 $126,459 - $141,775	1,685 New	1,685 $141 Million

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

Ticker IJR
Sector ETFs
Industry ETFs

More about IJR

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Financial Perspectives, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Financial Perspectives, Inc with notifications on news.

Account

Financial Perspectives, Inc Ishares Core S&P Sm Cap ETF Transaction History