Crewe Advisors LLC Ishares Core S&P Sm Cap ETF Transaction History

Crewe Advisors LLC

$1.01 Billion
Q4 2025

A detailed history of Crewe Advisors LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Crewe Advisors LLC holds 147,896 shares of IJR stock, worth $17.3 Million. This represents 1.71% of its overall portfolio holdings.

Number of Shares

147,896

Previous 141,940 4.2%

Holding current value

$17.3 Million

Previous $16.9 Million 2.46%

% of portfolio

1.71%

Previous 1.67%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 16, 2026	BUY	$114.27 - $121.15 $680,592 - $721,569	5,956 Added 4.2%	147,896 $17.3 Million
Q3 2025 Nov 13, 2025	BUY	$108.46 - $120.63 $568,764 - $632,583	5,244 Added 3.84%	141,940 $16.9 Million
Q2 2025 Jul 29, 2025	BUY	$90.56 - $109.49 $2.02 Million - $2.44 Million	22,294 Added 19.49%	136,696 $14.9 Million
Q1 2025 Apr 22, 2025	BUY	$102.49 - $119.96 $1.15 Million - $1.34 Million	11,212 Added 10.87%	114,402 $12 Million
Q4 2024 Jan 27, 2025	BUY	$113.92 - $127.38 $2.34 Million - $2.61 Million	20,526 Added 24.83%	103,190 $11.9 Million

Q3 2024 Nov 12, 2024	BUY	$105.53 - $118.34 $1.65 Million - $1.85 Million	15,627 Added 23.31%	82,664 $9.67 Million
Q2 2024 Jul 29, 2024	BUY	$102.13 - $110.88 $1.5 Million - $1.62 Million	14,641 Added 27.94%	67,037 $7.15 Million
Q1 2024 May 13, 2024	BUY	$102.35 - $110.52 $2.73 Million - $2.95 Million	26,699 Added 103.9%	52,396 $5.79 Million
Q4 2023 Feb 09, 2024	BUY	$87.61 - $110.11 $671,793 - $844,323	7,668 Added 42.53%	25,697 $2.78 Million
Q3 2023 Nov 08, 2023	BUY	$92.9 - $105.16 $117,890 - $133,448	1,269 Added 7.57%	18,029 $1.7 Million
Q2 2023 Jul 28, 2023	SELL	$91.14 - $99.81 $47,848 - $52,400	-525 Reduced 3.04%	16,760 $1.67 Million
Q4 2022 Feb 07, 2023	BUY	$89.09 - $102.13 $889,385 - $1.02 Million	9,983 Added 136.72%	17,285 $1.64 Million
Q3 2022 Nov 14, 2022	BUY	$87.04 - $106.5 $242,232 - $296,389	2,783 Added 61.58%	7,302 $637,000
Q2 2022 Aug 02, 2022	BUY	$89.03 - $109.02 $12,108 - $14,826	136 Added 3.1%	4,519 $418,000
Q1 2022 Apr 27, 2022	BUY	$102.32 - $116.69 $373,365 - $425,801	3,649 Added 497.14%	4,383 $473,000
Q4 2021 Feb 10, 2022	BUY	$108.26 - $120.32 $37,133 - $41,269	343 Added 87.72%	734 $84,000
Q3 2020 Oct 13, 2020	BUY	$65.69 - $75.96 $25,684 - $29,700	391 New	391 $27,000
Q3 2019 Nov 06, 2019	SELL	$73.61 - $80.67 $217,149 - $237,976	-2,950 Closed	0 $0
Q2 2019 Aug 09, 2019	BUY	$73.17 - $81.37 $215,851 - $240,041	2,950 New	2,950 $231,000

Others Institutions Holding IJR

# of Institutions

2,912

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 Crewe Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Crewe Advisors LLC with notifications on news.

Account

Crewe Advisors LLC Ishares Core S&P Sm Cap ETF Transaction History