Caliber Wealth Management, LLC / Ks Ishares Core S&P Sm Cap ETF Transaction History

Caliber Wealth Management, LLC / Ks

  • $897 Billion
  • Q3 2025

A detailed history of Caliber Wealth Management, LLC / Ks transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Caliber Wealth Management, LLC / Ks holds 156,250 shares of IJR stock, worth $18.3 Million. This represents 2.07% of its overall portfolio holdings.

Number of Shares
156,250
Previous 159,520 2.05%
Holding current value
$18.3 Million
Previous $17.4 Billion 6.5%
% of portfolio
2.07%
Previous 1.87%

Shares

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

Nov 05, 2025
SELL
$108.46 - $120.63 $354,664 - $394,460
-3,270 Reduced 2.05%
156,250 $18.6 Billion
Q2 2025

Jul 30, 2025
BUY
$90.56 - $109.49 $10.1 Million - $12.3 Million
112,002 Added 235.7%
159,520 $17.4 Billion
Q1 2025

May 06, 2025
BUY
$102.49 - $119.96 $4.87 Million - $5.7 Million
47,518 New
47,518 $4.97 Billion

Others Institutions Holding IJR

# of Institutions
2,904
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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