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

Curio Wealth, LLC

  • $244 Billion
  • Q3 2025

A detailed history of Curio Wealth, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Curio Wealth, LLC holds 441 shares of IJR stock, worth $51,530. This represents 0.02% of its overall portfolio holdings.

Number of Shares
441
Previous 270 63.33%
Holding current value
$51,530
Previous $29.5 Million 77.72%
% of portfolio
0.02%
Previous 0.01%

Shares

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

Nov 12, 2025
BUY
$108.46 - $120.63 $18,546 - $20,627
171 Added 63.33%
441 $52.4 Million
Q2 2025

Jul 31, 2025
BUY
$90.56 - $109.49 $24,360 - $29,452
269 Added 26900.0%
270 $29.5 Million
Q1 2025

May 09, 2025
SELL
$102.49 - $119.96 $27,569 - $32,269
-269 Reduced 99.63%
1 $31.1 Million
Q4 2024

Feb 10, 2025
BUY
$113.92 - $127.38 $30,758 - $34,392
270 New
270 $31.1 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

IJR Quotes by TradingView
  • Ticker IJR
  • Sector ETFs
  • Industry ETFs
More about IJR
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