Lmg Wealth Partners, LLC Ishares Core S&P Sm Cap ETF Transaction History

Lmg Wealth Partners, LLC

$538 Billion
Q3 2025

A detailed history of Lmg Wealth Partners, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Lmg Wealth Partners, LLC holds 2,901 shares of IJR stock, worth $338,981. This represents 0.06% of its overall portfolio holdings.

Number of Shares

2,901

Previous 2,761 5.07%

Holding current value

$338,981

Previous $302 Million 14.24%

% of portfolio

0.06%

Previous 0.06%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	BUY	$108.46 - $120.63 $15,184 - $16,888	140 Added 5.07%	2,901 $345 Million
Q2 2025 Jul 29, 2025	BUY	$90.56 - $109.49 $2,535 - $3,065	28 Added 1.02%	2,761 $302 Million
Q1 2025 May 02, 2025	BUY	$102.49 - $119.96 $10,044 - $11,756	98 Added 3.72%	2,733 $286 Million
Q4 2024 Feb 03, 2025	BUY	$113.92 - $127.38 $3,075 - $3,439	27 Added 1.04%	2,635 $304 Million
Q3 2024 Oct 23, 2024	BUY	$105.53 - $118.34 $14,035 - $15,739	133 Added 5.37%	2,608 $305 Million

Q2 2024 Aug 01, 2024	BUY	$102.13 - $110.88 $24,613 - $26,722	241 Added 10.79%	2,475 $264 Million
Q1 2024 May 03, 2024	SELL	$102.35 - $110.52 $3,684 - $3,978	-36 Reduced 1.59%	2,234 $247 Million
Q4 2023 Jan 23, 2024	BUY	$87.61 - $110.11 $4,117 - $5,175	47 Added 2.11%	2,270 $246 Million
Q3 2023 Oct 16, 2023	BUY	$92.9 - $105.16 $206,516 - $233,770	2,223 New	2,223 $210 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

Ticker IJR
Sector ETFs
Industry ETFs

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Lmg Wealth Partners, LLC Ishares Core S&P Sm Cap ETF Transaction History