Sanford Advisory Services, LLC Ishares Core S&P Sm Cap ETF Transaction History

Sanford Advisory Services, LLC

$420 Million
Q4 2022

A detailed history of Sanford Advisory Services, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Sanford Advisory Services, LLC holds 25,135 shares of IJR stock, worth $2.84 Million. This represents 0.57% of its overall portfolio holdings.

Number of Shares

25,135

Previous 30,311 17.08%

Holding current value

$2.84 Million

Previous $2.64 Million 10.03%

% of portfolio

0.57%

Previous 0.75%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 07, 2023	SELL	$89.09 - $102.13 $461,129 - $528,624	-5,176 Reduced 17.08%	25,135 $2.38 Million
Q3 2022 Nov 09, 2022	SELL	$87.04 - $106.5 $35,773 - $43,771	-411 Reduced 1.34%	30,311 $2.64 Million
Q2 2022 Jul 28, 2022	SELL	$89.03 - $109.02 $27,510 - $33,687	-309 Reduced 1.0%	30,722 $2.84 Million
Q1 2022 Jul 28, 2022	BUY	$102.32 - $116.69 $120,635 - $137,577	1,179 Added 3.95%	31,031 $3.35 Million
Q4 2021 Jul 28, 2022	BUY	$108.26 - $120.32 $286,131 - $318,005	2,643 Added 9.71%	29,852 $3.42 Million
Q3 2021 Jul 28, 2022	BUY	$104.62 - $113.69 $132,135 - $143,590	1,263 Added 4.87%	27,209 $2.97 Million
Q2 2021 Jul 28, 2022	BUY	$106.38 - $116.3 $184,569 - $201,780	1,735 Added 7.17%	25,946 $2.93 Million
Q1 2021 Jul 28, 2022	BUY	$91.04 - $115.01 $865,062 - $1.09 Million	9,502 Added 64.6%	24,211 $2.63 Million
Q4 2020 Jul 28, 2022	BUY	$71.23 - $92.42 $1.05 Million - $1.36 Million	14,709 New	14,709 $1.35 Million

Others Institutions Holding IJR

# of Institutions

2,811

Shares Held

537M

Call Options Held

877K

Put Options Held

272K

View Full List

About ISHARES CORE S&P SM CAP ETF

Ticker IJR
Sector ETFs
Industry ETFs

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Sanford Advisory Services, LLC Ishares Core S&P Sm Cap ETF Transaction History