Blue Zone Wealth Advisors, LLC Ishares Core S&P Sm Cap ETF Transaction History

Blue Zone Wealth Advisors, LLC

  • $461 Million
  • Q3 2025

A detailed history of Blue Zone Wealth Advisors, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Blue Zone Wealth Advisors, LLC holds 2,388 shares of IJR stock, worth $279,037. This represents 0.06% of its overall portfolio holdings.

Number of Shares
2,388
Previous 2,371 0.72%
Holding current value
$279,037
Previous $259,000 9.27%
% of portfolio
0.06%
Previous 0.07%

Shares

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

Oct 15, 2025
BUY
$108.46 - $120.63 $1,843 - $2,050
17 Added 0.72%
2,388 $283,000
Q2 2025

Jul 24, 2025
BUY
$90.56 - $109.49 $6,248 - $7,554
69 Added 3.0%
2,371 $259,000
Q1 2025

Apr 11, 2025
BUY
$102.49 - $119.96 $235,931 - $276,147
2,302 New
2,302 $239,000
Q1 2020

Apr 29, 2020
SELL
$49.11 - $85.52 $728,841 - $1.27 Million
-14,841 Closed
0 $0
Q4 2019

Feb 13, 2020
BUY
$75.05 - $84.14 $1.11 Million - $1.25 Million
14,841 New
14,841 $1.24 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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