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

Long Run Wealth Advisors, LLC

  • $457 Million
  • Q3 2025

A detailed history of Long Run Wealth Advisors, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Long Run Wealth Advisors, LLC holds 95,787 shares of IJR stock, worth $11.2 Million. This represents 2.49% of its overall portfolio holdings.

Number of Shares
95,787
Previous 98,987 3.23%
Holding current value
$11.2 Million
Previous $10.8 Million 5.21%
% of portfolio
2.49%
Previous 2.52%

Shares

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

Oct 09, 2025
SELL
$108.46 - $120.63 $347,072 - $386,016
-3,200 Reduced 3.23%
95,787 $11.4 Million
Q2 2025

Aug 06, 2025
BUY
$90.56 - $109.49 $146,435 - $177,045
1,617 Added 1.66%
98,987 $10.8 Million
Q1 2025

Apr 10, 2025
BUY
$102.49 - $119.96 $1.04 Million - $1.21 Million
10,112 Added 11.59%
97,370 $10.1 Million
Q4 2024

Jan 27, 2025
SELL
$113.92 - $127.38 $310,773 - $347,492
-2,728 Reduced 3.03%
87,258 $10.1 Million
Q3 2024

Oct 30, 2024
SELL
$105.53 - $118.34 $515,302 - $577,854
-4,883 Reduced 5.15%
89,986 $10.5 Million
Q2 2024

Jul 19, 2024
BUY
$102.13 - $110.88 $30,230 - $32,820
296 Added 0.31%
94,869 $10.1 Million
Q1 2024

Apr 24, 2024
BUY
$102.35 - $110.52 $277,675 - $299,840
2,713 Added 2.95%
94,573 $10.5 Million
Q4 2023

Jan 10, 2024
BUY
$87.61 - $110.11 $440,590 - $553,743
5,029 Added 5.79%
91,860 $9.94 Million
Q3 2023

Oct 10, 2023
SELL
$92.9 - $105.16 $147,153 - $166,573
-1,584 Reduced 1.79%
86,831 $8.19 Million
Q2 2023

Jul 17, 2023
SELL
$91.14 - $99.81 $1.48 Million - $1.62 Million
-16,225 Reduced 15.51%
88,415 $8.81 Million
Q1 2023

Apr 21, 2023
BUY
$92.27 - $107.68 $518,557 - $605,161
5,620 Added 5.68%
104,640 $10.1 Million
Q4 2022

Jan 26, 2023
BUY
$89.09 - $102.13 $141,653 - $162,386
1,590 Added 1.63%
99,020 $0
Q3 2022

Nov 09, 2022
BUY
$87.04 - $106.5 $605,276 - $740,601
6,954 Added 7.69%
97,430 $8.5 Million
Q2 2022

Jul 19, 2022
BUY
$89.03 - $109.02 $208,508 - $255,324
2,342 Added 2.66%
90,476 $8.36 Million
Q1 2022

Apr 27, 2022
BUY
$102.32 - $116.69 $7.62 Million - $8.69 Million
74,483 Added 545.62%
88,134 $9.52 Million
Q4 2021

Jan 21, 2022
BUY
$108.26 - $120.32 $1.48 Million - $1.64 Million
13,651 New
13,651 $1.56 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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