Adg Wealth Management Group, LLC Ishares Core S&P Sm Cap ETF Transaction History

Adg Wealth Management Group, LLC

  • $132 Billion
  • Q4 2025

A detailed history of Adg Wealth Management Group, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Adg Wealth Management Group, LLC holds 2,393 shares of IJR stock, worth $279,622. This represents 0.22% of its overall portfolio holdings.

Number of Shares
2,393
Previous 2,057 16.33%
Holding current value
$279,622
Previous $244 Million 17.68%
% of portfolio
0.22%
Previous 0.19%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 15, 2026
BUY
$114.27 - $121.15 $38,394 - $40,706
336 Added 16.33%
2,393 $288 Million
Q3 2025

Oct 14, 2025
SELL
$108.46 - $120.63 $7,049 - $7,840
-65 Reduced 3.06%
2,057 $244 Million
Q2 2025

Aug 05, 2025
SELL
$90.56 - $109.49 $4.84 Million - $5.86 Million
-53,493 Reduced 96.18%
2,122 $232 Million
Q1 2025

May 01, 2025
SELL
$102.49 - $119.96 $214,716 - $251,316
-2,095 Reduced 3.63%
55,615 $5.82 Billion
Q4 2024

Feb 05, 2025
BUY
$113.92 - $127.38 $6.57 Million - $7.35 Million
57,710 New
57,710 $6.65 Billion

Others Institutions Holding IJR

# of Institutions
2,916
Shares Held
538M
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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