Melone Private Wealth, LLC Ishares Core S&P Sm Cap ETF Transaction History

Melone Private Wealth, LLC

$220 Million
Q3 2025

A detailed history of Melone Private Wealth, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Melone Private Wealth, LLC holds 58,801 shares of IJR stock, worth $6.87 Million. This represents 3.17% of its overall portfolio holdings.

Number of Shares

58,801

Previous 47,809 22.99%

Holding current value

$6.87 Million

Previous $5.23 Million 33.72%

% of portfolio

3.17%

Previous 2.67%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 17, 2025	BUY	$108.46 - $120.63 $1.19 Million - $1.33 Million	10,992 Added 22.99%	58,801 $6.99 Million
Q2 2025 Jul 08, 2025	BUY	$90.56 - $109.49 $178,946 - $216,352	1,976 Added 4.31%	47,809 $5.23 Million
Q1 2025 Apr 11, 2025	BUY	$102.49 - $119.96 $437,837 - $512,469	4,272 Added 10.28%	45,833 $4.77 Million
Q4 2024 Jan 14, 2025	BUY	$113.92 - $127.38 $1.25 Million - $1.4 Million	11,003 Added 36.01%	41,561 $4.79 Million
Q3 2024 Oct 07, 2024	BUY	$105.53 - $118.34 $135,078 - $151,475	1,280 Added 4.37%	30,558 $3.57 Million

Q2 2024 Jul 12, 2024	BUY	$102.13 - $110.88 $159,424 - $173,083	1,561 Added 5.63%	29,278 $3.12 Million
Q1 2024 May 03, 2024	BUY	$102.35 - $110.52 $68,165 - $73,606	666 Added 2.46%	27,717 $3.06 Million
Q4 2023 Jan 12, 2024	BUY	$87.61 - $110.11 $2.37 Million - $2.98 Million	27,051 New	27,051 $2.93 Million

Others Institutions Holding IJR

# of Institutions

2,881

Shares Held

537M

Call Options Held

490K

Put Options Held

348K

View Full List

About ISHARES CORE S&P SM CAP ETF

Ticker IJR
Sector ETFs
Industry ETFs

More about IJR

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Melone Private Wealth, LLC Ishares Core S&P Sm Cap ETF Transaction History