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

Peterson Wealth Advisors, LLC

  • $603 Million
  • Q4 2025

A detailed history of Peterson Wealth Advisors, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Peterson Wealth Advisors, LLC holds 20,395 shares of IJR stock, worth $2.38 Million. This represents 0.4% of its overall portfolio holdings.

Number of Shares
20,395
Previous 20,293 0.5%
Holding current value
$2.38 Million
Previous $2.41 Million 1.16%
% of portfolio
0.4%
Previous 0.43%

Shares

33 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 08, 2026
BUY
$114.27 - $121.15 $11,655 - $12,357
102 Added 0.5%
20,395 $2.38 Million
Q3 2025

Oct 09, 2025
BUY
$108.46 - $120.63 $125,271 - $139,327
1,155 Added 6.04%
20,293 $2.41 Million
Q2 2025

Jul 07, 2025
SELL
$90.56 - $109.49 $422,281 - $510,551
-4,663 Reduced 19.59%
19,138 $2.09 Million
Q1 2025

Apr 30, 2025
BUY
$102.49 - $119.96 $116,223 - $136,034
1,134 Added 5.0%
23,801 $2.49 Million
Q4 2024

Jan 17, 2025
BUY
$113.92 - $127.38 $17,088 - $19,107
150 Added 0.67%
22,667 $2.61 Million
Q3 2024

Oct 24, 2024
BUY
$105.53 - $118.34 $12,347 - $13,845
117 Added 0.52%
22,517 $2.63 Million
Q2 2024

Jul 18, 2024
BUY
$102.13 - $110.88 $16,749 - $18,184
164 Added 0.74%
22,400 $2.39 Million
Q1 2024

Apr 15, 2024
BUY
$102.35 - $110.52 $36,334 - $39,234
355 Added 1.62%
22,236 $2.46 Million
Q4 2023

Jan 10, 2024
BUY
$87.61 - $110.11 $3,854 - $4,844
44 Added 0.2%
21,881 $2.37 Million
Q3 2023

Oct 05, 2023
BUY
$92.9 - $105.16 $650 - $736
7 Added 0.03%
21,837 $2.06 Million
Q2 2023

Jul 13, 2023
BUY
$91.14 - $99.81 $26,977 - $29,543
296 Added 1.37%
21,830 $2.18 Million
Q1 2023

Apr 06, 2023
SELL
$92.27 - $107.68 $8,396 - $9,798
-91 Reduced 0.42%
21,534 $2.08 Million
Q4 2022

Jan 20, 2023
SELL
$89.09 - $102.13 $13,007 - $14,910
-146 Reduced 0.67%
21,625 $0
Q3 2022

Oct 17, 2022
SELL
$87.04 - $106.5 $11,489 - $14,058
-132 Reduced 0.6%
21,771 $1.9 Million
Q2 2022

Jul 21, 2022
BUY
$89.03 - $109.02 $3,205 - $3,924
36 Added 0.16%
21,903 $2.02 Million
Q1 2022

Apr 21, 2022
SELL
$102.32 - $116.69 $53,411 - $60,912
-522 Reduced 2.33%
21,867 $2.36 Million
Q4 2021

Jan 25, 2022
BUY
$108.26 - $120.32 $17,213 - $19,130
159 Added 0.72%
22,389 $2.56 Million
Q3 2021

Oct 21, 2021
SELL
$104.62 - $113.69 $94,367 - $102,548
-902 Reduced 3.9%
22,230 $2.43 Million
Q2 2021

Aug 02, 2021
SELL
$106.38 - $116.3 $23,722 - $25,934
-223 Reduced 0.95%
23,132 $2.61 Million
Q1 2021

Apr 28, 2021
SELL
$91.04 - $115.01 $83,665 - $105,694
-919 Reduced 3.79%
23,355 $2.54 Million
Q4 2020

Jan 25, 2021
SELL
$71.23 - $92.42 $50,145 - $65,063
-704 Reduced 2.82%
24,274 $2.23 Million
Q3 2020

Oct 20, 2020
BUY
$65.69 - $75.96 $10,576 - $12,229
161 Added 0.65%
24,978 $1.75 Million
Q2 2020

Jul 20, 2020
BUY
$50.99 - $75.55 $531,570 - $787,608
10,425 Added 72.44%
24,817 $1.7 Million
Q1 2020

Apr 21, 2020
SELL
$49.11 - $85.52 $234,009 - $407,502
-4,765 Reduced 24.87%
14,392 $808,000
Q4 2019

Jan 23, 2020
SELL
$75.05 - $84.14 $35,648 - $39,966
-475 Reduced 2.42%
19,157 $1.61 Million
Q3 2019

Oct 17, 2019
BUY
$73.61 - $80.67 $1,545 - $1,694
21 Added 0.11%
19,632 $1.53 Million
Q2 2019

Jul 15, 2019
BUY
$73.17 - $81.37 $32,267 - $35,884
441 Added 2.3%
19,611 $1.54 Million
Q1 2019

Apr 16, 2019
SELL
$68.34 - $81.18 $318,464 - $378,298
-4,660 Reduced 19.56%
19,170 $1.53 Million
Q4 2018

Jan 29, 2019
SELL
$65.14 - $85.94 $393,966 - $519,765
-6,048 Reduced 20.24%
23,830 $1.65 Million
Q3 2018

Oct 17, 2018
SELL
$84.33 - $90.31 $173,719 - $186,038
-2,060 Reduced 6.45%
29,878 $2.61 Million
Q2 2018

Jul 18, 2018
SELL
$75.25 - $86.64 $225,072 - $259,140
-2,991 Reduced 8.56%
31,938 $2.67 Million
Q1 2018

Apr 20, 2018
SELL
$73.35 - $80.36 $3.77 Million - $4.13 Million
-51,396 Reduced 59.54%
34,929 $2.69 Million
Q4 2017

Mar 19, 2018
BUY
$73.06 - $77.74 $6.31 Million - $6.71 Million
86,325
86,325 $6.63 Million

Others Institutions Holding IJR

# of Institutions
2,904
Shares Held
537M
Call Options Held
490K
Put Options Held
348K
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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