Bright Financial Advisors, Inc. Ishares Core S&P Sm Cap ETF Transaction History

Bright Financial Advisors, Inc.

$205 Billion
Q3 2025

A detailed history of Bright Financial Advisors, Inc. transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Bright Financial Advisors, Inc. holds 88,412 shares of IJR stock, worth $10.3 Million. This represents 5.14% of its overall portfolio holdings.

Number of Shares

88,412

Previous 89,476 1.19%

Holding current value

$10.3 Million

Previous $9.78 Billion 7.44%

% of portfolio

5.14%

Previous 5.43%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 10, 2025	SELL	$108.46 - $120.63 $115,401 - $128,350	-1,064 Reduced 1.19%	88,412 $10.5 Billion
Q2 2025 Jul 16, 2025	BUY	$90.56 - $109.49 $33,235 - $40,182	367 Added 0.41%	89,476 $9.78 Billion
Q1 2025 May 13, 2025	BUY	$102.49 - $119.96 $371,731 - $435,094	3,627 Added 4.24%	89,109 $9.32 Billion
Q4 2024 Jan 28, 2025	BUY	$113.92 - $127.38 $238,206 - $266,351	2,091 Added 2.51%	85,482 $9.85 Billion
Q3 2024 Oct 10, 2024	BUY	$105.53 - $118.34 $174,863 - $196,089	1,657 Added 2.03%	83,391 $9.75 Billion

Q2 2024 Aug 12, 2024	BUY	$102.13 - $110.88 $8.35 Million - $9.06 Million	81,734 New	81,734 $8.72 Billion

Others Institutions Holding IJR

# of Institutions

2,881

Shares Held

537M

Call Options Held

490K

Put Options Held

336K

View Full List

About ISHARES CORE S&P SM CAP ETF

Ticker IJR
Sector ETFs
Industry ETFs

More about IJR

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Bright Financial Advisors, Inc. Ishares Core S&P Sm Cap ETF Transaction History