Shepherd Financial Partners LLC Ishares Core S&P Sm Cap ETF Transaction History

Shepherd Financial Partners LLC

  • $976 Million
  • Q3 2025

A detailed history of Shepherd Financial Partners LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Shepherd Financial Partners LLC holds 3,997 shares of IJR stock, worth $467,049. This represents 0.05% of its overall portfolio holdings.

Number of Shares
3,997
Previous 5,951 32.83%
Holding current value
$467,049
Previous $650,000 27.08%
% of portfolio
0.05%
Previous 0.07%

Shares

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

Nov 06, 2025
SELL
$108.46 - $120.63 $211,930 - $235,711
-1,954 Reduced 32.83%
3,997 $474,000
Q2 2025

Aug 13, 2025
SELL
$90.56 - $109.49 $175,143 - $211,753
-1,934 Reduced 24.53%
5,951 $650,000
Q1 2025

Apr 18, 2025
BUY
$102.49 - $119.96 $195,038 - $228,283
1,903 Added 31.81%
7,885 $824,000
Q4 2024

Jan 28, 2025
BUY
$113.92 - $127.38 $2,278 - $2,547
20 Added 0.34%
5,982 $689,000
Q3 2024

Oct 28, 2024
SELL
$105.53 - $118.34 $17,517 - $19,644
-166 Reduced 2.71%
5,962 $697,000
Q2 2024

Aug 07, 2024
BUY
$102.13 - $110.88 $817 - $887
8 Added 0.13%
6,128 $653,000
Q1 2024

Apr 22, 2024
BUY
$102.35 - $110.52 $10,030 - $10,830
98 Added 1.63%
6,120 $676,000
Q3 2023

Nov 08, 2023
BUY
$92.9 - $105.16 $16,257 - $18,403
175 Added 2.99%
6,022 $568,000
Q2 2023

Aug 11, 2023
SELL
$91.14 - $99.81 $2,460 - $2,694
-27 Reduced 0.46%
5,847 $582,000
Q4 2022

Feb 14, 2023
BUY
$89.09 - $102.13 $2,316 - $2,655
26 Added 0.44%
5,874 $555,000
Q3 2022

Nov 09, 2022
BUY
$87.04 - $106.5 $15,754 - $19,276
181 Added 3.19%
5,848 $510,000
Q1 2022

May 13, 2022
BUY
$102.32 - $116.69 $157,265 - $179,352
1,537 Added 37.22%
5,667 $611,000
Q4 2021

Feb 14, 2022
BUY
$108.26 - $120.32 $72,750 - $80,855
672 Added 19.43%
4,130 $473,000
Q3 2021

Nov 15, 2021
BUY
$104.62 - $113.69 $361,775 - $393,140
3,458 New
3,458 $378,000
Q2 2019

Aug 05, 2019
SELL
$73.17 - $81.37 $270,070 - $300,336
-3,691 Closed
0 $0
Q1 2019

Apr 29, 2019
SELL
$68.34 - $81.18 $28,702 - $34,095
-420 Reduced 10.22%
3,691 $285,000
Q4 2018

Feb 07, 2019
SELL
$65.14 - $85.94 $10,031 - $13,234
-154 Reduced 3.61%
4,111 $287,000
Q2 2018

Aug 02, 2018
BUY
$75.25 - $86.64 $8,127 - $9,357
108 Added 2.6%
4,265 $360,000
Q1 2018

May 01, 2018
BUY
$73.35 - $80.36 $304,915 - $334,056
4,157 New
4,157 $321,000

Others Institutions Holding IJR

# of Institutions
2,881
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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