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

Aprio Wealth Management, LLC

$902 Million
Q3 2025

A detailed history of Aprio Wealth Management, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Aprio Wealth Management, LLC holds 5,490 shares of IJR stock, worth $641,506. This represents 0.07% of its overall portfolio holdings.

Number of Shares

5,490

Previous 5,563 1.31%

Holding current value

$641,506

Previous $607,000 7.41%

% of portfolio

0.07%

Previous 0.08%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	SELL	$108.46 - $120.63 $7,917 - $8,805	-73 Reduced 1.31%	5,490 $652,000
Q2 2025 Aug 14, 2025	SELL	$90.56 - $109.49 $297,127 - $359,236	-3,281 Reduced 37.1%	5,563 $607,000
Q1 2025 May 15, 2025	BUY	$102.49 - $119.96 $653,066 - $764,385	6,372 Added 257.77%	8,844 $924,000
Q4 2024 Jan 10, 2025	BUY	$113.92 - $127.38 $57,301 - $64,072	503 Added 25.55%	2,472 $284,000
Q3 2024 Oct 07, 2024	BUY	$105.53 - $118.34 $207,788 - $233,011	1,969 New	1,969 $230,000

Q2 2020 Jul 20, 2020	SELL	$50.99 - $75.55 $390,430 - $578,486	-7,657 Closed	0 $0
Q1 2020 Apr 16, 2020	BUY	$49.11 - $85.52 $35,899 - $62,515	731 Added 10.55%	7,657 $430,000
Q4 2019 Feb 14, 2020	BUY	$75.05 - $84.14 $519,796 - $582,753	6,926 New	6,926 $581,000

Others Institutions Holding IJR

# of Institutions

2,914

Shares Held

539M

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

More about IJR

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