Heck Capital Advisors, LLC Ishares Core S&P Sm Cap ETF Transaction History

Heck Capital Advisors, LLC

$1.29 Trillion
Q3 2025

A detailed history of Heck Capital Advisors, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Heck Capital Advisors, LLC holds 131,511 shares of IJR stock, worth $15.4 Million. This represents 1.21% of its overall portfolio holdings.

Number of Shares

131,511

Previous 137,048 4.04%

Holding current value

$15.4 Million

Previous $15 Billion 4.34%

% of portfolio

1.21%

Previous 1.29%

38 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 24, 2025	SELL	$108.46 - $120.63 $600,543 - $667,928	-5,537 Reduced 4.04%	131,511 $15.6 Billion
Q2 2025 Jul 22, 2025	SELL	$90.56 - $109.49 $6.45 Million - $7.8 Million	-71,271 Reduced 34.21%	137,048 $15 Billion
Q1 2025 May 12, 2025	BUY	$102.49 - $119.96 $21.4 Million - $25 Million	208,319 New	208,319 $21.8 Billion
Q4 2024 May 13, 2025	BUY	$113.92 - $127.38 $4.18 Million - $4.67 Million	36,670 Added 17.6%	244,989 $28.2 Billion
Q4 2024 Jan 23, 2025	BUY	$113.92 - $127.38 $54.4 Million - $60.8 Million	477,443 New	477,443 $55 Billion

Q3 2024 May 19, 2025	BUY	$105.53 - $118.34 $1.84 Million - $2.07 Million	17,461 Added 7.67%	245,245 $28.7 Billion
Q2 2024 May 19, 2025	SELL	$102.13 - $110.88 $6.46 Million - $7.01 Million	-63,214 Reduced 21.72%	227,784 $24.3 Billion
Q1 2024 May 19, 2025	BUY	$102.35 - $110.52 $685,540 - $740,262	6,698 Added 2.36%	290,998 $32.2 Billion
Q4 2023 May 19, 2025	BUY	$87.61 - $110.11 $988,854 - $1.24 Million	11,287 Added 4.13%	284,300 $30.8 Billion
Q3 2023 May 19, 2025	BUY	$92.9 - $105.16 $6.01 Million - $6.8 Million	64,694 Added 31.06%	273,013 $25.8 Billion
Q2 2023 May 19, 2025	SELL	$91.14 - $99.81 $302,402 - $331,169	-3,318 Reduced 1.32%	248,309 $24.7 Billion
Q1 2023 May 19, 2025	BUY	$92.27 - $107.68 $433,669 - $506,096	4,700 Added 1.9%	251,627 $24.3 Billion
Q4 2022 May 19, 2025	SELL	$89.09 - $102.13 $3.93 Million - $4.5 Million	-44,071 Reduced 15.14%	246,927 $23.4 Billion
Q3 2022 May 20, 2025	BUY	$87.04 - $106.5 $1.33 Million - $1.63 Million	15,277 Added 7.33%	223,596 $19.5 Billion
Q3 2022 May 19, 2025	BUY	$87.04 - $106.5 $6.96 Million - $8.51 Million	79,935 Added 37.87%	290,998 $32.2 Billion
Q2 2022 May 19, 2025	BUY	$89.03 - $109.02 $3.04 Million - $3.72 Million	34,156 Added 19.31%	211,063 $19.5 Billion
Q1 2022 May 19, 2025	SELL	$102.32 - $116.69 $3.21 Million - $3.67 Million	-31,412 Reduced 15.08%	176,907 $19.1 Billion
Q4 2021 May 19, 2025	SELL	$108.26 - $120.32 $565,008 - $627,950	-5,219 Reduced 2.94%	172,050 $19.7 Billion
Q3 2021 May 19, 2025	BUY	$104.62 - $113.69 $578,757 - $628,933	5,532 Added 3.22%	177,269 $19.4 Billion
Q2 2021 May 19, 2025	BUY	$106.38 - $116.3 $670,513 - $733,038	6,303 Added 3.81%	171,737 $19.4 Billion
Q1 2021 May 19, 2025	BUY	$91.04 - $115.01 $3 Million - $3.78 Million	32,898 Added 24.82%	165,434 $18 Billion
Q4 2020 May 19, 2025	BUY	$71.23 - $92.42 $876,698 - $1.14 Million	12,308 Added 10.24%	132,536 $12.2 Billion
Q3 2020 May 19, 2025	SELL	$65.69 - $75.96 $5.79 Million - $6.69 Million	-88,091 Reduced 42.29%	120,228 $8.44 Billion
Q2 2020 May 19, 2025	BUY	$50.99 - $75.55 $1.27 Million - $1.88 Million	24,896 Added 16.33%	177,349 $12.1 Billion
Q1 2020 May 19, 2025	SELL	$49.11 - $85.52 $76,906 - $133,924	-1,566 Reduced 1.02%	152,453 $8.55 Billion
Q4 2019 May 19, 2025	BUY	$75.05 - $84.14 $312,583 - $350,443	4,165 Added 2.78%	154,019 $12.9 Billion
Q3 2019 May 19, 2025	SELL	$73.61 - $80.67 $4.46 Million - $4.89 Million	-60,563 Reduced 28.78%	149,854 $11.7 Billion
Q2 2019 May 19, 2025	BUY	$73.17 - $81.37 $1.37 Million - $1.53 Million	18,748 Added 9.78%	210,417 $16.5 Billion
Q1 2019 May 19, 2025	SELL	$68.34 - $81.18 $1.14 Million - $1.35 Million	-16,650 Reduced 7.99%	191,669 $14.8 Billion
Q4 2018 May 19, 2025	BUY	$65.14 - $85.94 $310,782 - $410,019	4,771 Added 3.55%	139,196 $9.65 Billion
Q3 2018 May 19, 2025	SELL	$84.33 - $90.31 $240,677 - $257,744	-2,854 Reduced 2.08%	134,425 $11.7 Billion
Q2 2018 May 19, 2025	BUY	$75.25 - $86.64 $693,504 - $798,474	9,216 Added 7.2%	137,279 $11.5 Billion
Q1 2018 May 19, 2025	SELL	$73.35 - $80.36 $1.92 Million - $2.11 Million	-26,198 Reduced 16.98%	128,063 $9.86 Billion
Q4 2017 May 19, 2025	BUY	$73.06 - $77.74 $409,209 - $435,421	5,601 Added 3.77%	154,261 $11.8 Billion
Q3 2017 May 19, 2025	SELL	$72.31 - $74.22 $2.29 Million - $2.35 Million	-31,717 Reduced 17.58%	148,660 $11 Billion
Q2 2017 May 19, 2025	SELL	N/A	-3,219 Reduced 1.75%	180,377 $12.6 Billion
Q1 2017 May 19, 2025	SELL	N/A	-24,723 Reduced 11.87%	183,596 $12.7 Billion
Q4 2016 May 19, 2025	SELL	N/A	-132,136	76,183 $10.5 Billion

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

Ticker IJR
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Heck Capital Advisors, LLC Ishares Core S&P Sm Cap ETF Transaction History