Palo Alto Wealth Advisors, LLC Ishares Core S&P Sm Cap ETF Transaction History

Palo Alto Wealth Advisors, LLC

$343 Billion
Q3 2025

A detailed history of Palo Alto Wealth Advisors, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Palo Alto Wealth Advisors, LLC holds 6,676 shares of IJR stock, worth $780,090. This represents 0.23% of its overall portfolio holdings.

Number of Shares

6,676

Previous 2,434 174.28%

Holding current value

$780,090

Previous $266 Million 200.11%

% of portfolio

0.23%

Previous 0.1%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	BUY	$108.46 - $120.63 $460,087 - $511,712	4,242 Added 174.28%	6,676 $798 Million
Q2 2025 Aug 14, 2025	BUY	$90.56 - $109.49 $90 - $109	1 Added 0.04%	2,434 $266 Million
Q4 2024 Feb 14, 2025	BUY	$113.92 - $127.38 $227 - $254	2 Added 0.08%	2,433 $280 Million
Q3 2024 Nov 06, 2024	BUY	$105.53 - $118.34 $105 - $118	1 Added 0.04%	2,431 $282 Million
Q2 2024 Aug 13, 2024	SELL	$102.13 - $110.88 $83,133 - $90,256	-814 Reduced 25.09%	2,430 $259 Million

Q1 2024 Apr 30, 2024	BUY	$102.35 - $110.52 $1,023 - $1,105	10 Added 0.31%	3,244 $358 Million
Q3 2023 Oct 30, 2023	SELL	$92.9 - $105.16 $14,120 - $15,984	-152 Reduced 4.49%	3,234 $307 Million
Q2 2023 Aug 07, 2023	BUY	$91.14 - $99.81 $13,853 - $15,171	152 Added 4.7%	3,386 $337 Million
Q1 2023 Apr 18, 2023	SELL	$92.27 - $107.68 $23,067 - $26,920	-250 Reduced 7.18%	3,234 $313 Million
Q4 2022 Feb 07, 2023	BUY	$89.09 - $102.13 $310,389 - $355,820	3,484 New	3,484 $330 Million

Others Institutions Holding IJR

# of Institutions

2,882

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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Palo Alto Wealth Advisors, LLC Ishares Core S&P Sm Cap ETF Transaction History