Lee Kelleher Wealth Management Ishares Core S&P Sm Cap ETF Transaction History

Lee Kelleher Wealth Management

  • $168 Billion
  • Q4 2025

A detailed history of Lee Kelleher Wealth Management transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Lee Kelleher Wealth Management holds 38,911 shares of IJR stock, worth $4.55 Million. This represents 2.79% of its overall portfolio holdings.

Number of Shares
38,911
Previous 37,993 2.42%
Holding current value
$4.55 Million
Previous $4.51 Billion 3.58%
% of portfolio
2.79%
Previous 2.78%

Shares

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

Jan 14, 2026
BUY
$114.27 - $121.15 $104,899 - $111,215
918 Added 2.42%
38,911 $4.68 Billion
Q3 2025

Oct 23, 2025
BUY
$108.46 - $120.63 $198,156 - $220,391
1,827 Added 5.05%
37,993 $4.51 Billion
Q2 2025

Jul 14, 2025
BUY
$90.56 - $109.49 $181,120 - $218,980
2,000 Added 5.85%
36,166 $3.95 Billion
Q1 2025

May 08, 2025
BUY
$102.49 - $119.96 $91,011 - $106,524
888 Added 2.67%
34,166 $3.57 Billion
Q4 2024

Apr 17, 2025
BUY
$113.92 - $127.38 $3.79 Million - $4.24 Million
33,278 New
33,278 $3.83 Billion

Others Institutions Holding IJR

# of Institutions
2,904
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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