Balanced Wealth Group LLC Ishares Core S&P Sm Cap ETF Transaction History

Balanced Wealth Group LLC

$207 Billion
Q1 2025

A detailed history of Balanced Wealth Group LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Balanced Wealth Group LLC holds 28,045 shares of IJR stock, worth $2.7 Million. This represents 1.42% of its overall portfolio holdings.

Number of Shares

28,045

Previous 28,495 1.58%

Holding current value

$2.7 Million

Previous $3.37 Billion 13.1%

% of portfolio

1.42%

Previous 1.51%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 15, 2025	SELL	$102.49 - $119.96 $46,120 - $53,982	-450 Reduced 1.58%	28,045 $2.93 Billion
Q4 2024 Feb 10, 2025	SELL	$113.92 - $127.38 $103,667 - $115,915	-910 Reduced 3.09%	28,495 $3.37 Billion
Q3 2024 Oct 28, 2024	SELL	$105.53 - $118.34 $217,497 - $243,898	-2,061 Reduced 6.55%	29,405 $3.44 Billion
Q2 2024 Aug 13, 2024	SELL	$102.13 - $110.88 $1.46 Million - $1.59 Million	-14,332 Reduced 31.29%	31,466 $3.33 Billion
Q1 2024 May 13, 2024	SELL	$102.35 - $110.52 $4.48 Million - $4.83 Million	-43,742 Reduced 48.85%	45,798 $5.02 Billion
Q4 2023 Feb 06, 2024	BUY	$87.61 - $110.11 $7.84 Million - $9.86 Million	89,540 New	89,540 $9.69 Billion

Others Institutions Holding IJR

# of Institutions

2,835

Shares Held

538M

Call Options Held

877K

Put Options Held

272K

View Full List

About ISHARES CORE S&P SM CAP ETF

Ticker IJR
Sector ETFs
Industry ETFs

More about IJR

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Balanced Wealth Group LLC Ishares Core S&P Sm Cap ETF Transaction History