Shelton Wealth Management, LLC Ishares Core S&P Sm Cap ETF Transaction History

Shelton Wealth Management, LLC

  • $213 Million
  • Q3 2025

A detailed history of Shelton Wealth Management, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Shelton Wealth Management, LLC holds 18,769 shares of IJR stock, worth $2.19 Million. This represents 1.05% of its overall portfolio holdings.

Number of Shares
18,769
Previous 18,866 0.51%
Holding current value
$2.19 Million
Previous $2.06 Million 8.2%
% of portfolio
1.05%
Previous 1.03%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 09, 2025
SELL
$108.46 - $120.63 $10,520 - $11,701
-97 Reduced 0.51%
18,769 $2.23 Million
Q2 2025

Jul 11, 2025
BUY
$90.56 - $109.49 $27,168 - $32,847
300 Added 1.62%
18,866 $2.06 Million
Q1 2025

Apr 21, 2025
SELL
$102.49 - $119.96 $83,016 - $97,167
-810 Reduced 4.18%
18,566 $1.94 Million
Q4 2024

Jan 15, 2025
SELL
$113.92 - $127.38 $158,007 - $176,676
-1,387 Reduced 6.68%
19,376 $2.23 Million
Q3 2024

Oct 21, 2024
SELL
$105.53 - $118.34 $91,177 - $102,245
-864 Reduced 4.0%
20,763 $2.43 Million
Q2 2024

Jul 23, 2024
SELL
$102.13 - $110.88 $77,720 - $84,379
-761 Reduced 3.4%
21,627 $2.31 Million
Q1 2024

May 14, 2024
SELL
$102.35 - $110.52 $1.1 Million - $1.19 Million
-10,796 Reduced 32.53%
22,388 $2.47 Million
Q4 2023

Feb 14, 2024
SELL
$87.61 - $110.11 $909,391 - $1.14 Million
-10,380 Reduced 23.83%
33,184 $3.59 Million
Q3 2023

Nov 01, 2023
BUY
$92.9 - $105.16 $24,246 - $27,446
261 Added 0.6%
43,564 $4.11 Million
Q2 2023

Aug 01, 2023
SELL
$91.14 - $99.81 $403,841 - $442,258
-4,431 Reduced 9.28%
43,303 $4.32 Million
Q1 2023

May 08, 2023
SELL
$92.27 - $107.68 $254,111 - $296,550
-2,754 Reduced 5.45%
47,734 $4.62 Million
Q4 2022

Feb 09, 2023
SELL
$89.09 - $102.13 $806,531 - $924,582
-9,053 Reduced 15.2%
50,488 $4.78 Million
Q3 2022

Nov 08, 2022
SELL
$87.04 - $106.5 $174 - $213
-2 Reduced -0.0%
59,541 $5.19 Million
Q2 2022

Jul 28, 2022
SELL
$89.03 - $109.02 $1.09 Million - $1.33 Million
-12,209 Reduced 17.02%
59,543 $5.5 Million
Q1 2022

May 10, 2022
BUY
$102.32 - $116.69 $744,684 - $849,269
7,278 Added 11.29%
71,752 $7.74 Million
Q4 2021

Jan 26, 2022
BUY
$108.26 - $120.32 $6.98 Million - $7.76 Million
64,474 New
64,474 $7.38 Million

Others Institutions Holding IJR

# of Institutions
2,881
Shares Held
537M
Call Options Held
490K
Put Options Held
336K
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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