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

Summit Investment Advisory Services, LLC

$194 Billion
Q4 2024

A detailed history of Summit Investment Advisory Services, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Summit Investment Advisory Services, LLC holds 10,752 shares of IJR stock, worth $1.26 Million. This represents 0.64% of its overall portfolio holdings.

Number of Shares

10,752

Previous 10,690 0.58%

Holding current value

$1.26 Million

Previous $1.25 Billion 0.91%

% of portfolio

0.64%

Previous 0.66%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	BUY	$113.92 - $127.38 $7,063 - $7,897	62 Added 0.58%	10,752 $1.24 Billion
Q3 2024 Oct 16, 2024	BUY	$105.53 - $118.34 $1.13 Million - $1.27 Million	10,690 New	10,690 $1.25 Billion
Q1 2024 Apr 18, 2024	BUY	$102.35 - $110.52 $5,015 - $5,415	49 Added 0.38%	12,993 $1.44 Billion
Q3 2023 Oct 10, 2023	BUY	$92.9 - $105.16 $30,006 - $33,966	323 Added 2.56%	12,944 $1.22 Billion
Q2 2023 Jul 26, 2023	BUY	$91.14 - $99.81 $1,275 - $1,397	14 Added 0.11%	12,621 $1.26 Billion
Q1 2023 Apr 17, 2023	SELL	$92.27 - $107.68 $151,968 - $177,348	-1,647 Reduced 11.55%	12,607 $1.22 Billion
Q4 2022 Feb 02, 2023	BUY	$89.09 - $102.13 $1.27 Million - $1.46 Million	14,254 New	14,254 $1.35 Billion

Others Institutions Holding IJR

# of Institutions

2,686

Shares Held

522M

Call Options Held

998K

Put Options Held

671K

View Full List

About ISHARES CORE S&P SM CAP ETF

Ticker IJR
Sector ETFs
Industry ETFs

More about IJR

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