Moss Adams Wealth Advisors LLC Ishares Core S&P Sm Cap ETF Transaction History

Moss Adams Wealth Advisors LLC

$1.38 Trillion
Q4 2025

A detailed history of Moss Adams Wealth Advisors LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Moss Adams Wealth Advisors LLC holds 167,584 shares of IJR stock, worth $19.6 Million. This represents 1.46% of its overall portfolio holdings.

Number of Shares

167,584

Previous 852,159 80.33%

Holding current value

$19.6 Million

Previous $101 Billion 80.11%

% of portfolio

1.46%

Previous 7.9%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 26, 2026	SELL	$114.27 - $121.15 $78.2 Million - $82.9 Million	-684,575 Reduced 80.33%	167,584 $20.1 Billion
Q3 2025 Oct 21, 2025	BUY	$108.46 - $120.63 $9.93 Million - $11 Million	91,552 Added 12.04%	852,159 $101 Billion
Q2 2025 Jul 17, 2025	SELL	$90.56 - $109.49 $6.63 Million - $8.02 Million	-73,248 Reduced 8.78%	760,607 $83.1 Billion
Q1 2025 Apr 14, 2025	BUY	$102.49 - $119.96 $4.98 Million - $5.83 Million	48,580 Added 6.19%	833,855 $87.2 Billion
Q4 2024 Jan 15, 2025	BUY	$113.92 - $127.38 $995,774 - $1.11 Million	8,741 Added 1.13%	785,275 $90.5 Billion

Q3 2024 Oct 17, 2024	BUY	$105.53 - $118.34 $3.02 Million - $3.39 Million	28,615 Added 3.83%	776,534 $90.8 Billion
Q2 2024 Jul 23, 2024	BUY	$102.13 - $110.88 $4.62 Million - $5.01 Million	45,207 Added 6.43%	747,919 $79.8 Billion
Q1 2024 May 07, 2024	BUY	$102.35 - $110.52 $13.6 Million - $14.7 Million	133,015 Added 23.35%	702,712 $77.7 Billion
Q4 2023 Feb 06, 2024	BUY	$87.61 - $110.11 $1.11 Million - $1.4 Million	12,707 Added 2.28%	569,697 $61.7 Billion
Q3 2023 Dec 20, 2023	BUY	$92.9 - $105.16 $2.23 Million - $2.52 Million	23,983 Added 4.5%	556,990 $52.7 Billion
Q2 2023 Dec 20, 2023	SELL	$91.14 - $99.81 $514,120 - $563,028	-5,641 Reduced 1.05%	533,007 $53.1 Billion
Q1 2023 Dec 20, 2023	BUY	$92.27 - $107.68 $11.6 Million - $13.5 Million	125,788 Added 30.47%	538,648 $52.1 Billion
Q4 2022 Dec 20, 2023	BUY	$89.09 - $102.13 $36.8 Million - $42.2 Million	412,860 New	412,860 $39.1 Billion

Others Institutions Holding IJR

# of Institutions

2,916

Shares Held

538M

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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Moss Adams Wealth Advisors LLC Ishares Core S&P Sm Cap ETF Transaction History