Kelman Lazarov, Inc. Ishares Core S&P Sm Cap ETF Transaction History

Kelman Lazarov, Inc.

$507 Million
Q4 2024

A detailed history of Kelman Lazarov, Inc. transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Kelman Lazarov, Inc. holds 194,455 shares of IJR stock, worth $20.4 Million. This represents 4.42% of its overall portfolio holdings.

Number of Shares

194,455

Previous 203,958 4.66%

Holding current value

$20.4 Million

Previous $23.9 Million 6.07%

% of portfolio

4.42%

Previous 4.55%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	SELL	$113.92 - $127.38 $1.08 Million - $1.21 Million	-9,503 Reduced 4.66%	194,455 $22.4 Million
Q3 2024 Nov 08, 2024	BUY	$105.53 - $118.34 $427,818 - $479,750	4,054 Added 2.03%	203,958 $23.9 Million
Q2 2024 Aug 12, 2024	BUY	$102.13 - $110.88 $6.08 Million - $6.6 Million	59,544 Added 42.42%	199,904 $21.3 Million
Q1 2024 May 09, 2024	BUY	$102.35 - $110.52 $1.51 Million - $1.63 Million	14,759 Added 11.75%	140,360 $15.5 Million
Q4 2023 Feb 01, 2024	SELL	$87.61 - $110.11 $10,513 - $13,213	-120 Reduced 0.1%	125,601 $13.6 Million
Q3 2023 Oct 30, 2023	BUY	$92.9 - $105.16 $166,383 - $188,341	1,791 Added 1.45%	125,721 $11.9 Million
Q2 2023 Aug 04, 2023	BUY	$91.14 - $99.81 $312,154 - $341,849	3,425 Added 2.84%	123,930 $12.3 Million
Q1 2023 May 04, 2023	SELL	$92.27 - $107.68 $127,793 - $149,136	-1,385 Reduced 1.14%	120,505 $11.7 Million
Q4 2022 Feb 06, 2023	BUY	$89.09 - $102.13 $130,160 - $149,211	1,461 Added 1.21%	121,890 $11.5 Million
Q3 2022 Oct 24, 2022	BUY	$87.04 - $106.5 $135,173 - $165,394	1,553 Added 1.31%	120,429 $10.5 Million
Q2 2022 Aug 08, 2022	BUY	$89.03 - $109.02 $13,354 - $16,353	150 Added 0.13%	118,876 $11 Million
Q1 2022 May 10, 2022	BUY	$102.32 - $116.69 $225,615 - $257,301	2,205 Added 1.89%	118,726 $12.8 Million
Q4 2021 Feb 09, 2022	BUY	$108.26 - $120.32 $291,002 - $323,420	2,688 Added 2.36%	116,521 $13.3 Million
Q3 2021 Nov 04, 2021	SELL	$104.62 - $113.69 $83,277 - $90,497	-796 Reduced 0.69%	113,833 $12.4 Million
Q2 2021 Aug 10, 2021	SELL	$106.38 - $116.3 $3.45 Million - $3.78 Million	-32,465 Reduced 22.07%	114,629 $13 Million
Q1 2021 May 07, 2021	SELL	$91.04 - $115.01 $282,770 - $357,221	-3,106 Reduced 2.07%	147,094 $16 Million
Q4 2020 Feb 08, 2021	SELL	$71.23 - $92.42 $57,055 - $74,028	-801 Reduced 0.53%	150,200 $13.8 Million
Q3 2020 Nov 12, 2020	SELL	$65.69 - $75.96 $22,860 - $26,434	-348 Reduced 0.23%	151,001 $10.6 Million
Q2 2020 Jul 29, 2020	BUY	$50.99 - $75.55 $64,706 - $95,872	1,269 Added 0.85%	151,349 $10.3 Million
Q1 2020 Apr 27, 2020	BUY	$49.11 - $85.52 $2.31 Million - $4.02 Million	46,994 Added 45.59%	150,080 $8.42 Million
Q4 2019 Jan 29, 2020	BUY	$75.05 - $84.14 $1.56 Million - $1.75 Million	20,767 Added 25.23%	103,086 $8.64 Million
Q3 2019 Oct 15, 2019	BUY	$73.61 - $80.67 $327,858 - $359,304	4,454 Added 5.72%	82,319 $6.41 Million
Q2 2019 Jul 22, 2019	BUY	$73.17 - $81.37 $434,117 - $482,768	5,933 Added 8.25%	77,865 $6.1 Million
Q1 2019 May 08, 2019	BUY	$68.34 - $81.18 $1.04 Million - $1.23 Million	15,204 Added 26.8%	71,932 $5.55 Million
Q4 2018 Feb 11, 2019	BUY	$65.14 - $85.94 $337,816 - $445,684	5,186 Added 10.06%	56,728 $3.93 Million
Q3 2018 Nov 14, 2018	BUY	$84.33 - $90.31 $283,770 - $303,893	3,365 Added 6.98%	51,542 $4.5 Million
Q2 2018 Aug 03, 2018	BUY	$75.25 - $86.64 $256,452 - $295,269	3,408 Added 7.61%	48,177 $4.02 Million
Q1 2018 May 08, 2018	BUY	$73.35 - $80.36 $321,786 - $352,539	4,387 Added 10.86%	44,769 $3.45 Million
Q4 2017 Jan 23, 2018	BUY	$73.06 - $77.74 $769,394 - $818,679	10,531 Added 35.28%	40,382 $3.1 Million
Q3 2017 Oct 05, 2017	BUY	$72.31 - $74.22 $2.16 Million - $2.22 Million	29,851	29,851 $2.22 Million

Others Institutions Holding IJR

# of Institutions

2,830

Shares Held

537M

Call Options Held

877K

Put Options Held

272K

View Full List

About ISHARES CORE S&P SM CAP ETF

Ticker IJR
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Kelman Lazarov, Inc. Ishares Core S&P Sm Cap ETF Transaction History