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

River Wealth Advisors LLC

$821 Million
Q3 2025

A detailed history of River Wealth Advisors LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, River Wealth Advisors LLC holds 5,562 shares of IJR stock, worth $649,919. This represents 0.08% of its overall portfolio holdings.

Number of Shares

5,562

Previous 5,673 1.96%

Holding current value

$649,919

Previous $620,000 6.45%

% of portfolio

0.08%

Previous 0.08%

32 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	SELL	$108.46 - $120.63 $12,039 - $13,389	-111 Reduced 1.96%	5,562 $660,000
Q2 2025 Aug 13, 2025	SELL	$90.56 - $109.49 $972,433 - $1.18 Million	-10,738 Reduced 65.43%	5,673 $620,000
Q1 2025 May 14, 2025	SELL	$102.49 - $119.96 $68,360 - $80,013	-667 Reduced 3.91%	16,411 $1.72 Million
Q4 2024 Feb 13, 2025	BUY	$113.92 - $127.38 $22,100 - $24,711	194 Added 1.15%	17,078 $1.97 Million
Q3 2024 Nov 12, 2024	BUY	$105.53 - $118.34 $30,181 - $33,845	286 Added 1.72%	16,884 $1.97 Million

Q2 2024 Aug 13, 2024	SELL	$102.13 - $110.88 $98,249 - $106,666	-962 Reduced 5.48%	16,598 $1.77 Million
Q1 2024 May 14, 2024	SELL	$102.35 - $110.52 $97,130 - $104,883	-949 Reduced 5.13%	17,560 $1.94 Million
Q4 2023 Feb 13, 2024	SELL	$87.61 - $110.11 $9,987 - $12,552	-114 Reduced 0.61%	18,509 $2 Million
Q3 2023 Nov 13, 2023	SELL	$92.9 - $105.16 $118,912 - $134,604	-1,280 Reduced 6.43%	18,623 $1.76 Million
Q2 2023 Aug 09, 2023	SELL	$91.14 - $99.81 $3,919 - $4,291	-43 Reduced 0.22%	19,903 $1.98 Million
Q1 2023 May 11, 2023	BUY	$92.27 - $107.68 $16,147 - $18,844	175 Added 0.89%	19,946 $1.93 Million
Q4 2022 Feb 10, 2023	SELL	$89.09 - $102.13 $10,423 - $11,949	-117 Reduced 0.59%	19,771 $1.87 Million
Q3 2022 Nov 14, 2022	SELL	$87.04 - $106.5 $31,856 - $38,979	-366 Reduced 1.81%	19,888 $1.73 Million
Q2 2022 Aug 10, 2022	BUY	$89.03 - $109.02 $8,101 - $9,920	91 Added 0.45%	20,254 $1.87 Million
Q1 2022 May 09, 2022	BUY	$102.32 - $116.69 $23,533 - $26,838	230 Added 1.15%	20,163 $2.18 Million
Q4 2021 Feb 11, 2022	BUY	$108.26 - $120.32 $56,186 - $62,446	519 Added 2.67%	19,933 $2.28 Million
Q3 2021 Nov 12, 2021	BUY	$104.62 - $113.69 $59,947 - $65,144	573 Added 3.04%	19,414 $2.12 Million
Q2 2021 Aug 06, 2021	BUY	$106.38 - $116.3 $172,548 - $188,638	1,622 Added 9.42%	18,841 $2.13 Million
Q1 2021 May 11, 2021	BUY	$91.04 - $115.01 $223,594 - $282,464	2,456 Added 16.64%	17,219 $1.87 Million
Q4 2020 Feb 16, 2021	BUY	$71.23 - $92.42 $119,737 - $155,358	1,681 Added 12.85%	14,763 $1.36 Million
Q3 2020 Nov 10, 2020	SELL	$65.69 - $75.96 $45,063 - $52,108	-686 Reduced 4.98%	13,082 $919,000
Q2 2020 Aug 11, 2020	BUY	$50.99 - $75.55 $71,793 - $106,374	1,408 Added 11.39%	13,768 $940,000
Q1 2020 May 05, 2020	SELL	$49.11 - $85.52 $361,891 - $630,196	-7,369 Reduced 37.35%	12,360 $694,000
Q4 2019 Feb 07, 2020	BUY	$75.05 - $84.14 $261,098 - $292,723	3,479 Added 21.41%	19,729 $1.65 Million
Q3 2019 Oct 29, 2019	BUY	$73.61 - $80.67 $249,243 - $273,148	3,386 Added 26.32%	16,250 $1.27 Million
Q2 2019 Jul 30, 2019	BUY	$73.17 - $81.37 $315,801 - $351,192	4,316 Added 50.49%	12,864 $1.01 Million
Q1 2019 May 07, 2019	BUY	$68.34 - $81.18 $61,232 - $72,737	896 Added 11.71%	8,548 $659,000
Q4 2018 Jan 25, 2019	BUY	$65.14 - $85.94 $149,626 - $197,404	2,297 Added 42.89%	7,652 $530,000
Q3 2018 Nov 09, 2018	BUY	$84.33 - $90.31 $47,477 - $50,844	563 Added 11.75%	5,355 $467,000
Q2 2018 Aug 13, 2018	BUY	$75.25 - $86.64 $89,547 - $103,101	1,190 Added 33.04%	4,792 $400,000
Q1 2018 May 02, 2018	BUY	$73.35 - $80.36 $7,775 - $8,518	106 Added 3.03%	3,602 $277,000
Q4 2017 Feb 09, 2018	BUY	$73.06 - $77.74 $255,417 - $271,779	3,496	3,496 $269,000

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

Ticker IJR
Sector ETFs
Industry ETFs

More about IJR

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of River Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on River Wealth Advisors LLC with notifications on news.

Account

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