United Advisor Group, LLC Ishares Core S&P Sm Cap ETF Transaction History

United Advisor Group, LLC

$689 Million
Q3 2025

A detailed history of United Advisor Group, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, United Advisor Group, LLC holds 32,100 shares of IJR stock, worth $3.75 Million. This represents 0.55% of its overall portfolio holdings.

Number of Shares

32,100

Previous 24,819 29.34%

Holding current value

$3.75 Million

Previous $2.71 Million 40.63%

% of portfolio

0.55%

Previous 0.5%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	BUY	$108.46 - $120.63 $789,697 - $878,307	7,281 Added 29.34%	32,100 $3.81 Million
Q2 2025 Aug 11, 2025	BUY	$90.56 - $109.49 $234,822 - $283,907	2,593 Added 11.67%	24,819 $2.71 Million
Q1 2025 Apr 21, 2025	BUY	$102.49 - $119.96 $272,520 - $318,973	2,659 Added 13.59%	22,226 $2.32 Million
Q4 2024 Feb 24, 2025	BUY	$113.92 - $127.38 $1.77 Million - $1.98 Million	15,545 Added 386.5%	19,567 $2.25 Million
Q3 2024 Oct 30, 2024	BUY	$105.53 - $118.34 $202,195 - $226,739	1,916 Added 90.98%	4,022 $470,000

Q2 2024 Aug 08, 2024	BUY	$102.13 - $110.88 $215,085 - $233,513	2,106 New	2,106 $224,000

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

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United Advisor Group, LLC Ishares Core S&P Sm Cap ETF Transaction History