Summit Wealth Partners, LLC Ishares Core S&P Sm Cap ETF Transaction History

Summit Wealth Partners, LLC

$554 Billion
Q3 2025

A detailed history of Summit Wealth Partners, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 29,905 shares of IJR stock, worth $3.49 Million. This represents 0.64% of its overall portfolio holdings.

Number of Shares

29,905

Previous 29,569 1.14%

Holding current value

$3.49 Million

Previous $3.23 Billion 9.97%

% of portfolio

0.64%

Previous 0.62%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 21, 2025	BUY	$108.46 - $120.63 $36,442 - $40,531	336 Added 1.14%	29,905 $3.55 Billion
Q2 2025 Aug 11, 2025	SELL	$90.56 - $109.49 $182,659 - $220,841	-2,017 Reduced 6.39%	29,569 $3.23 Billion
Q1 2025 May 06, 2025	SELL	$102.49 - $119.96 $20,395 - $23,872	-199 Reduced 0.63%	31,586 $3.3 Billion
Q4 2024 Jan 27, 2025	SELL	$113.92 - $127.38 $91,933 - $102,795	-807 Reduced 2.48%	31,785 $3.66 Billion
Q3 2024 Oct 28, 2024	BUY	$105.53 - $118.34 $137,822 - $154,552	1,306 Added 4.17%	32,592 $3.81 Billion

Q2 2024 Sep 11, 2024	BUY	$102.13 - $110.88 $451,210 - $489,867	4,418 Added 16.44%	31,286 $3.34 Billion
Q1 2024 Sep 11, 2024	BUY	$102.35 - $110.52 $466,101 - $503,308	4,554 Added 20.41%	26,868 $2.97 Billion
Q4 2023 Sep 11, 2024	BUY	$87.61 - $110.11 $257,836 - $324,053	2,943 Added 15.19%	22,314 $2.42 Billion
Q3 2023 Sep 11, 2024	BUY	$92.9 - $105.16 $188,029 - $212,843	2,024 Added 11.67%	19,371 $1.83 Billion
Q2 2023 Sep 11, 2024	BUY	$91.14 - $99.81 $15,493 - $16,967	170 Added 0.99%	17,347 $1.73 Billion
Q1 2023 Sep 11, 2024	BUY	$92.27 - $107.68 $32,017 - $37,364	347 Added 2.06%	17,177 $1.66 Billion
Q4 2022 Sep 11, 2024	BUY	$89.09 - $102.13 $162,321 - $186,080	1,822 Added 12.14%	16,830 $1.59 Billion
Q3 2022 Sep 11, 2024	SELL	$87.04 - $106.5 $78,858 - $96,489	-906 Reduced 5.69%	15,008 $1.31 Billion
Q2 2022 Sep 11, 2024	SELL	$89.03 - $109.02 $203,611 - $249,328	-2,287 Reduced 12.57%	15,914 $1.47 Billion
Q1 2022 Sep 11, 2024	SELL	$102.32 - $116.69 $204 - $233	-2 Reduced 0.01%	18,201 $1.96 Billion
Q4 2021 Sep 10, 2024	SELL	$108.26 - $120.32 $23,492 - $26,109	-217 Reduced 1.18%	18,203 $2.08 Billion
Q3 2021 Sep 10, 2024	SELL	$104.62 - $113.69 $14,542 - $15,802	-139 Reduced 0.75%	18,420 $2.01 Billion
Q2 2021 Sep 10, 2024	BUY	$106.38 - $116.3 $64,785 - $70,826	609 Added 3.39%	18,559 $2.1 Billion
Q1 2021 Sep 10, 2024	SELL	$91.04 - $115.01 $42,242 - $53,364	-464 Reduced 2.52%	17,950 $1.95 Billion
Q4 2020 Sep 10, 2024	BUY	$71.23 - $92.42 $12,607 - $16,358	177 Added 0.97%	18,414 $1.69 Billion
Q3 2020 Sep 10, 2024	SELL	$65.69 - $75.96 $110,490 - $127,764	-1,682 Reduced 8.44%	18,237 $1.28 Billion
Q2 2020 Sep 10, 2024	BUY	$50.99 - $75.55 $301,299 - $446,424	5,909 Added 42.18%	19,919 $1.36 Billion
Q1 2020 Sep 10, 2024	BUY	$49.11 - $85.52 $100,577 - $175,144	2,048 Added 17.12%	14,010 $786 Million
Q4 2019 Sep 09, 2024	BUY	$75.05 - $84.14 $897,748 - $1.01 Million	11,962 New	11,962 $1 Billion

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

Ticker IJR
Sector ETFs
Industry ETFs

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Summit Wealth Partners, LLC Ishares Core S&P Sm Cap ETF Transaction History