Ibex Wealth Advisors Ishares Core S&P Sm Cap ETF Transaction History

Ibex Wealth Advisors

$813 Million
Q4 2024

A detailed history of Ibex Wealth Advisors transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Ibex Wealth Advisors holds 6,205 shares of IJR stock, worth $734,920. This represents 0.09% of its overall portfolio holdings.

Number of Shares

6,205

Holding current value

$734,920

% of portfolio

0.09%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	BUY	$113.92 - $127.38 $706,873 - $790,392	6,205 New	6,205 $714,000
Q3 2019 Nov 12, 2019	SELL	$73.61 - $80.67 $216,192 - $236,927	-2,937 Closed	0 $0
Q2 2019 Jul 30, 2019	BUY	$73.17 - $81.37 $214,900 - $238,983	2,937 New	2,937 $229,000
Q4 2018 Feb 01, 2019	SELL	$65.14 - $85.94 $1.97 Million - $2.6 Million	-30,290 Closed	0 $0
Q3 2018 Oct 09, 2018	BUY	$84.33 - $90.31 $748,428 - $801,501	8,875 Added 41.44%	30,290 $2.6 Million
Q1 2018 Jun 13, 2018	BUY	$73.35 - $80.36 $1.57 Million - $1.72 Million	21,415 New	21,415 $1.61 Million
Q4 2017 Feb 13, 2018	SELL	$73.06 - $77.74 $1.34 Million - $1.43 Million	-18,347 Closed	0 $0
Q3 2017 Nov 13, 2017	BUY	$72.31 - $74.22 $1.33 Million - $1.36 Million	18,347	18,347 $1.37 Million

Others Institutions Holding IJR

# of Institutions

2,644

Shares Held

505M

Call Options Held

1.03M

Put Options Held

671K

View Full List

About ISHARES CORE S&P SM CAP ETF

Ticker IJR
Sector ETFs
Industry ETFs

More about IJR

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Ibex Wealth Advisors Ishares Core S&P Sm Cap ETF Transaction History