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

Avaii Wealth Management, LLC

  • $229 Million
  • Q3 2025

A detailed history of Avaii Wealth Management, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Avaii Wealth Management, LLC holds 3,454 shares of IJR stock, worth $403,599. This represents 0.18% of its overall portfolio holdings.

Number of Shares
3,454
Previous 3,274 5.5%
Holding current value
$403,599
Previous $357,000 14.85%
% of portfolio
0.18%
Previous 0.18%

Shares

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

Oct 20, 2025
BUY
$108.46 - $120.63 $19,522 - $21,713
180 Added 5.5%
3,454 $410,000
Q2 2025

Jul 15, 2025
BUY
$90.56 - $109.49 $16,572 - $20,036
183 Added 5.92%
3,274 $357,000
Q1 2025

Apr 16, 2025
BUY
$102.49 - $119.96 $49,195 - $57,580
480 Added 18.38%
3,091 $323,000
Q4 2024

Jan 21, 2025
BUY
$113.92 - $127.38 $297,445 - $332,589
2,611 New
2,611 $300,000

Others Institutions Holding IJR

# of Institutions
2,884
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
Track This Portfolio

Track Avaii Wealth Management, LLC Portfolio

Follow Avaii Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Avaii Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Avaii Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email