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

Balance Wealth, LLC

  • $405 Billion
  • Q3 2025

A detailed history of Balance Wealth, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Balance Wealth, LLC holds 7,342 shares of IJR stock, worth $857,912. This represents 0.22% of its overall portfolio holdings.

Number of Shares
7,342
Previous 6,992 5.01%
Holding current value
$857,912
Previous $764 Million 14.18%
% of portfolio
0.22%
Previous 0.45%

Shares

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

Oct 20, 2025
BUY
$108.46 - $120.63 $37,961 - $42,220
350 Added 5.01%
7,342 $873 Million
Q2 2025

Aug 13, 2025
BUY
$90.56 - $109.49 $2,988 - $3,613
33 Added 0.47%
6,992 $764 Million
Q1 2025

Apr 23, 2025
BUY
$102.49 - $119.96 $713,227 - $834,801
6,959 New
6,959 $728 Million

Others Institutions Holding IJR

# of Institutions
2,881
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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