Holos Integrated Wealth LLC Ishares Core S&P Sm Cap ETF Transaction History

Holos Integrated Wealth LLC

  • $166 Billion
  • Q2 2025

A detailed history of Holos Integrated Wealth LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Holos Integrated Wealth LLC holds 420 shares of IJR stock, worth $49,077. This represents 0.03% of its overall portfolio holdings.

Number of Shares
420
Previous 588 28.57%
Holding current value
$49,077
Previous $61.5 Million 24.25%
% of portfolio
0.03%
Previous 0.04%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
SELL
$90.56 - $109.49 $15,214 - $18,394
-168 Reduced 28.57%
420 $46.6 Million
Q4 2024

Aug 08, 2025
BUY
$113.92 - $127.38 $66,984 - $74,899
588 New
588 $67.7 Million

Others Institutions Holding IJR

# of Institutions
2,881
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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