Montis Financial, LLC Ishares Core S&P Sm Cap ETF Transaction History

Montis Financial, LLC

$430 Million
Q3 2025

A detailed history of Montis Financial, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Montis Financial, LLC holds 23,268 shares of IJR stock, worth $2.72 Million. This represents 0.64% of its overall portfolio holdings.

Number of Shares

23,268

Previous 24,641 5.57%

Holding current value

$2.72 Million

Previous $2.69 Million 2.64%

% of portfolio

0.64%

Previous 0.75%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 28, 2025	SELL	$108.46 - $120.63 $148,915 - $165,624	-1,373 Reduced 5.57%	23,268 $2.76 Million
Q2 2025 Jul 17, 2025	BUY	$90.56 - $109.49 $20,647 - $24,963	228 Added 0.93%	24,641 $2.69 Million
Q1 2025 May 02, 2025	SELL	$102.49 - $119.96 $671,411 - $785,857	-6,551 Reduced 21.16%	24,413 $2.55 Million
Q4 2024 Feb 10, 2025	SELL	$113.92 - $127.38 $1.64 Million - $1.83 Million	-14,404 Reduced 31.75%	30,964 $3.57 Million
Q3 2024 Oct 10, 2024	BUY	$105.53 - $118.34 $4.79 Million - $5.37 Million	45,368 New	45,368 $5.31 Million

Others Institutions Holding IJR

# of Institutions

2,888

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

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Montis Financial, LLC Ishares Core S&P Sm Cap ETF Transaction History