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

Bogart Wealth, LLC

  • $2.46 Billion
  • Q3 2025

A detailed history of Bogart Wealth, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Bogart Wealth, LLC holds 4,978 shares of IJR stock, worth $581,679. This represents 0.02% of its overall portfolio holdings.

Number of Shares
4,978
Previous 3,969 25.42%
Holding current value
$581,679
Previous $433,000 36.49%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Oct 27, 2025
BUY
$108.46 - $120.63 $109,436 - $121,715
1,009 Added 25.42%
4,978 $591,000
Q2 2025

Jul 29, 2025
BUY
$90.56 - $109.49 $186,100 - $225,001
2,055 Added 107.37%
3,969 $433,000
Q1 2025

May 01, 2025
BUY
$102.49 - $119.96 $3,997 - $4,678
39 Added 2.08%
1,914 $200,000
Q4 2024

Jan 29, 2025
BUY
$113.92 - $127.38 $9,569 - $10,699
84 Added 4.69%
1,875 $216,000
Q3 2024

Oct 22, 2024
BUY
$105.53 - $118.34 $4,537 - $5,088
43 Added 2.46%
1,791 $209,000
Q2 2024

Jul 31, 2024
SELL
$102.13 - $110.88 $9,293 - $10,090
-91 Reduced 4.95%
1,748 $186,000
Q1 2024

Apr 25, 2024
BUY
$102.35 - $110.52 $56,190 - $60,675
549 Added 42.56%
1,839 $203,000
Q4 2023

Feb 06, 2024
SELL
$87.61 - $110.11 $21,464 - $26,976
-245 Reduced 15.96%
1,290 $139,000
Q3 2023

Oct 30, 2023
SELL
$92.9 - $105.16 $11,705 - $13,250
-126 Reduced 7.59%
1,535 $144,000
Q2 2023

Jul 28, 2023
SELL
$91.14 - $99.81 $1,822 - $1,996
-20 Reduced 1.19%
1,661 $165,000
Q1 2023

Apr 21, 2023
BUY
$92.27 - $107.68 $59,329 - $69,238
643 Added 61.95%
1,681 $162,000
Q4 2022

Feb 06, 2023
SELL
$89.09 - $102.13 $65,659 - $75,269
-737 Reduced 41.52%
1,038 $98,000
Q3 2022

Nov 03, 2022
BUY
$87.04 - $106.5 $11,489 - $14,058
132 Added 8.03%
1,775 $155,000
Q2 2022

Jul 22, 2022
SELL
$89.03 - $109.02 $22.3 Million - $27.3 Million
-250,220 Reduced 99.35%
1,643 $152,000
Q1 2022

Apr 22, 2022
BUY
$102.32 - $116.69 $523,673 - $597,219
5,118 Added 2.07%
251,863 $27.2 Million
Q4 2021

Jan 19, 2022
BUY
$108.26 - $120.32 $718,629 - $798,684
6,638 Added 2.76%
246,745 $28.3 Million
Q3 2021

Oct 15, 2021
BUY
$104.62 - $113.69 $670,718 - $728,866
6,411 Added 2.74%
240,107 $26.2 Million
Q2 2021

Aug 06, 2021
BUY
$106.38 - $116.3 $9.98 Million - $10.9 Million
93,823 Added 67.08%
233,696 $26.4 Million
Q1 2021

Apr 16, 2021
BUY
$91.04 - $115.01 $12.7 Million - $16.1 Million
139,705 Added 83157.74%
139,873 $15.2 Million
Q4 2020

Jan 14, 2021
BUY
$71.23 - $92.42 $1,923 - $2,495
27 Added 19.15%
168 $15,000
Q3 2020

Oct 06, 2020
BUY
$65.69 - $75.96 $9,262 - $10,710
141 New
141 $9,000
Q1 2019

Apr 08, 2019
SELL
$68.34 - $81.18 $2,186 - $2,597
-32 Closed
0 $0
Q3 2018

Oct 16, 2018
SELL
$84.33 - $90.31 $1,433 - $1,535
-17 Reduced 34.69%
32 $3,000
Q1 2018

Apr 13, 2018
SELL
$73.35 - $80.36 $54,499 - $59,707
-743 Reduced 93.81%
49 $4,000
Q4 2017

Jan 11, 2018
SELL
$73.06 - $77.74 $24,036 - $25,576
-329 Reduced 29.35%
792 $61,000
Q3 2017

Oct 12, 2017
BUY
$72.31 - $74.22 $81,059 - $83,200
1,121 New
1,121 $84,000
Q2 2017

Sep 19, 2017
SELL
N/A
-108,562 Closed
0 $0
Q1 2017

Sep 19, 2017
BUY
N/A
23,864 Added 28.18%
108,562 $7.51 Million
Q4 2016

Aug 31, 2017
BUY
N/A
84,698
84,698 $11.6 Million

Others Institutions Holding IJR

# of Institutions
2,887
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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