Southern Capital Advisors, LLC Ishares Core S&P Sm Cap ETF Transaction History

Southern Capital Advisors, LLC

  • $208 Million
  • Q3 2025

A detailed history of Southern Capital Advisors, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Southern Capital Advisors, LLC holds 144,041 shares of IJR stock, worth $16.8 Million. This represents 8.22% of its overall portfolio holdings.

Number of Shares
144,041
Previous 139,974 2.91%
Holding current value
$16.8 Million
Previous $15.3 Million 11.89%
% of portfolio
8.22%
Previous 7.99%

Shares

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

Nov 04, 2025
BUY
$108.46 - $120.63 $441,106 - $490,602
4,067 Added 2.91%
144,041 $17.1 Million
Q2 2025

Jul 16, 2025
BUY
$90.56 - $109.49 $453,433 - $548,216
5,007 Added 3.71%
139,974 $15.3 Million
Q1 2025

Apr 22, 2025
BUY
$102.49 - $119.96 $2.13 Million - $2.49 Million
20,746 Added 18.16%
134,967 $14.1 Million
Q4 2024

Jan 23, 2025
BUY
$113.92 - $127.38 $4.36 Million - $4.88 Million
38,282 Added 50.41%
114,221 $13.2 Million
Q3 2024

Oct 24, 2024
BUY
$105.53 - $118.34 $501,161 - $561,996
4,749 Added 6.67%
75,939 $8.88 Million
Q2 2024

Jul 25, 2024
BUY
$102.13 - $110.88 $602,158 - $653,748
5,896 Added 9.03%
71,190 $7.59 Million
Q1 2024

May 03, 2024
BUY
$102.35 - $110.52 $318,820 - $344,269
3,115 Added 5.01%
65,294 $7.22 Million
Q4 2023

Jan 22, 2024
BUY
$87.61 - $110.11 $2.47 Million - $3.1 Million
28,140 Added 82.67%
62,179 $6.73 Million
Q3 2023

Oct 31, 2023
BUY
$92.9 - $105.16 $185,149 - $209,583
1,993 Added 6.22%
34,039 $3.21 Million
Q2 2023

Aug 03, 2023
BUY
$91.14 - $99.81 $70,360 - $77,053
772 Added 2.47%
32,046 $3.19 Million
Q1 2023

Apr 27, 2023
BUY
$92.27 - $107.68 $168,577 - $196,731
1,827 Added 6.2%
31,274 $3.02 Million
Q4 2022

Jan 20, 2023
SELL
$89.09 - $102.13 $4.73 Million - $5.43 Million
-53,141 Reduced 64.34%
29,447 $0
Q3 2022

Oct 20, 2022
BUY
$87.04 - $106.5 $189,573 - $231,957
2,178 Added 2.71%
82,588 $7.2 Million
Q2 2022

Jul 20, 2022
BUY
$89.03 - $109.02 $134,257 - $164,402
1,508 Added 1.91%
80,410 $7.43 Million
Q1 2022

May 04, 2022
SELL
$102.32 - $116.69 $758,498 - $865,022
-7,413 Reduced 8.59%
78,902 $8.51 Million
Q4 2021

Feb 04, 2022
BUY
$108.26 - $120.32 $9.34 Million - $10.4 Million
86,315 New
86,315 $9.88 Million

Others Institutions Holding IJR

# of Institutions
2,884
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
Track This Portfolio

Track Southern Capital Advisors, LLC Portfolio

Follow Southern Capital Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Southern Capital Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email