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

Avaii Wealth Management, LLC

  • $232 Million
  • Q4 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 3,412 shares of IJR stock, worth $398,692. This represents 0.17% of its overall portfolio holdings.

Number of Shares
3,412
Previous 3,454 1.22%
Holding current value
$398,692
Previous $410,000 2.93%
% of portfolio
0.17%
Previous 0.18%

Shares

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

Jan 13, 2026
SELL
$114.27 - $121.15 $4,799 - $5,088
-42 Reduced 1.22%
3,412 $398,000
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
2,920
Shares Held
539M
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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