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

Clarity Wealth Advisors, LLC

$363 Million
Q4 2024

A detailed history of Clarity Wealth Advisors, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Clarity Wealth Advisors, LLC holds 3,060 shares of IJR stock, worth $358,479. This represents 0.1% of its overall portfolio holdings.

Number of Shares

3,060

Previous 3,250 5.85%

Holding current value

$358,479

Previous $380,000 7.37%

% of portfolio

0.1%

Previous 0.11%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	SELL	$113.92 - $127.38 $21,644 - $24,202	-190 Reduced 5.85%	3,060 $352,000
Q2 2024 Jul 17, 2024	BUY	$102.13 - $110.88 $20,426 - $22,176	200 Added 6.56%	3,250 $346,000
Q1 2024 Apr 17, 2024	BUY	$102.35 - $110.52 $12,793 - $13,815	125 Added 4.27%	3,050 $337,000
Q3 2023 Nov 06, 2023	BUY	$92.9 - $105.16 $1,950 - $2,208	21 Added 0.72%	2,925 $275,000
Q2 2023 Jul 28, 2023	BUY	$91.14 - $99.81 $729 - $798	8 Added 0.28%	2,904 $289,000
Q1 2023 May 10, 2023	BUY	$92.27 - $107.68 $23,344 - $27,243	253 Added 9.57%	2,896 $280,000
Q4 2022 Feb 06, 2023	BUY	$89.09 - $102.13 $235,464 - $269,929	2,643 New	2,643 $250,000
Q2 2022 Jul 19, 2022	BUY	$89.03 - $109.02 $207,706 - $254,343	2,333 New	2,333 $215,000
Q2 2020 Aug 04, 2020	SELL	$50.99 - $75.55 $3.05 Million - $4.52 Million	-59,847 Closed	0 $0
Q1 2020 Apr 29, 2020	BUY	$49.11 - $85.52 $24,456 - $42,588	498 Added 0.84%	59,847 $3.36 Million
Q4 2019 Feb 10, 2020	BUY	$75.05 - $84.14 $4.45 Million - $4.99 Million	59,349 New	59,349 $4.98 Million

Others Institutions Holding IJR

# of Institutions

2,686

Shares Held

522M

Call Options Held

998K

Put Options Held

671K

View Full List

About ISHARES CORE S&P SM CAP ETF

Ticker IJR
Sector ETFs
Industry ETFs

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