Balboa Wealth Partners Ishares Core S&P Sm Cap ETF Transaction History

Balboa Wealth Partners

$552 Million
Q3 2025

A detailed history of Balboa Wealth Partners transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Balboa Wealth Partners holds 4,284 shares of IJR stock, worth $500,585. This represents 0.09% of its overall portfolio holdings.

Number of Shares

4,284

Previous 3,361 27.46%

Holding current value

$500,585

Previous $367,000 38.69%

% of portfolio

0.09%

Previous 0.08%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 06, 2025	BUY	$108.46 - $120.63 $100,108 - $111,341	923 Added 27.46%	4,284 $509,000
Q2 2025 Jul 29, 2025	BUY	$90.56 - $109.49 $22,549 - $27,263	249 Added 8.0%	3,361 $367,000
Q1 2025 Apr 23, 2025	BUY	$102.49 - $119.96 $21,625 - $25,311	211 Added 7.27%	3,112 $325,000
Q4 2024 Feb 10, 2025	BUY	$113.92 - $127.38 $330,481 - $369,529	2,901 New	2,901 $334,000
Q1 2023 May 11, 2023	SELL	$92.27 - $107.68 $2,768 - $3,230	-30 Reduced 0.73%	4,094 $395,000

Q4 2022 Feb 14, 2023	BUY	$89.09 - $102.13 $1,781 - $2,042	20 Added 0.49%	4,124 $390,000
Q3 2022 Jan 04, 2023	BUY	$87.04 - $106.5 $357,212 - $437,076	4,104 New	4,104 $358,000

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

Ticker IJR
Sector ETFs
Industry ETFs

More about IJR

Track This Portfolio

Portfolio Update

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

News

Stay updated on Balboa Wealth Partners with notifications on news.

Account

Balboa Wealth Partners Ishares Core S&P Sm Cap ETF Transaction History