Invera Wealth Advisors, LLC Ishares Core S&P Sm Cap ETF Transaction History

Invera Wealth Advisors, LLC

  • $152 Million
  • Q3 2025

A detailed history of Invera Wealth Advisors, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Invera Wealth Advisors, LLC holds 21,001 shares of IJR stock, worth $2.45 Million. This represents 1.64% of its overall portfolio holdings.

Number of Shares
21,001
Previous 21,018 0.08%
Holding current value
$2.45 Million
Previous $2.3 Million 8.62%
% of portfolio
1.64%
Previous 1.6%

Shares

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

Oct 29, 2025
SELL
$108.46 - $120.63 $1,843 - $2,050
-17 Reduced 0.08%
21,001 $2.5 Million
Q2 2025

Oct 29, 2025
SELL
$90.56 - $109.49 $9,508 - $11,496
-105 Reduced 0.5%
21,018 $2.3 Million
Q1 2025

Oct 29, 2025
BUY
$102.49 - $119.96 $2.16 Million - $2.53 Million
21,123 New
21,123 $2.21 Million
Q4 2023

Apr 22, 2024
BUY
$87.61 - $110.11 $2.06 Million - $2.58 Million
23,473 New
23,473 $2.54 Billion
Q4 2023

Jan 16, 2024
BUY
$87.61 - $110.11 $2.06 Million - $2.58 Million
23,473 New
23,473 $2.54 Million

Others Institutions Holding IJR

# of Institutions
2,881
Shares Held
537M
Call Options Held
490K
Put Options Held
336K
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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