High Net Worth Advisory Group LLC Ishares Core S&P Sm Cap ETF Transaction History

High Net Worth Advisory Group LLC

  • $388 Million
  • Q3 2025

A detailed history of High Net Worth Advisory Group LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, High Net Worth Advisory Group LLC holds 15,677 shares of IJR stock, worth $1.83 Million. This represents 0.48% of its overall portfolio holdings.

Number of Shares
15,677
Previous 16,594 5.53%
Holding current value
$1.83 Million
Previous $1.81 Million 2.7%
% of portfolio
0.48%
Previous 0.51%

Shares

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

Oct 29, 2025
SELL
$108.46 - $120.63 $99,457 - $110,617
-917 Reduced 5.53%
15,677 $1.86 Million
Q2 2025

Jul 10, 2025
SELL
$90.56 - $109.49 $22,730 - $27,481
-251 Reduced 1.49%
16,594 $1.81 Million
Q1 2025

Apr 09, 2025
BUY
$102.49 - $119.96 $103,207 - $120,799
1,007 Added 6.36%
16,845 $1.75 Million
Q4 2024

Jan 21, 2025
BUY
$113.92 - $127.38 $32,239 - $36,048
283 Added 1.82%
15,838 $1.82 Million
Q3 2024

Oct 11, 2024
SELL
$105.53 - $118.34 $11,397 - $12,780
-108 Reduced 0.69%
15,555 $1.82 Million
Q2 2024

Jul 17, 2024
BUY
$102.13 - $110.88 $510 - $554
5 Added 0.03%
15,663 $1.67 Million
Q1 2024

Apr 11, 2024
BUY
$102.35 - $110.52 $1,432 - $1,547
14 Added 0.09%
15,658 $1.73 Million
Q4 2023

Jan 08, 2024
BUY
$87.61 - $110.11 $76,746 - $96,456
876 Added 5.93%
15,644 $1.69 Million
Q3 2023

Oct 05, 2023
BUY
$92.9 - $105.16 $42,083 - $47,637
453 Added 3.16%
14,768 $1.39 Million
Q2 2023

Jul 07, 2023
SELL
$91.14 - $99.81 $156,305 - $171,174
-1,715 Reduced 10.7%
14,315 $1.43 Million
Q1 2023

Apr 20, 2023
SELL
$92.27 - $107.68 $30,356 - $35,426
-329 Reduced 2.01%
16,030 $1.55 Million
Q4 2022

Feb 14, 2023
SELL
$89.09 - $102.13 $261,033 - $299,240
-2,930 Reduced 15.19%
16,359 $1.55 Million
Q3 2022

Oct 24, 2022
BUY
$87.04 - $106.5 $7,224 - $8,839
83 Added 0.43%
19,289 $1.68 Million
Q2 2022

Aug 10, 2022
SELL
$89.03 - $109.02 $272,698 - $333,928
-3,063 Reduced 13.75%
19,206 $1.78 Million
Q1 2022

May 13, 2022
BUY
$102.32 - $116.69 $81,753 - $93,235
799 Added 3.72%
22,269 $2.4 Million
Q4 2021

Aug 10, 2022
SELL
$108.26 - $120.32 $1,407 - $1,564
-13 Reduced 0.06%
21,470 $2.46 Million
Q4 2021

Apr 27, 2022
BUY
$108.26 - $120.32 $2.33 Million - $2.58 Million
21,483 New
21,483 $2.43 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
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More about IJR
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