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

Taylor & Morgan Wealth Management, LLC

  • $170 Million
  • Q4 2025

A detailed history of Taylor & Morgan Wealth Management, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Taylor & Morgan Wealth Management, LLC holds 3,397 shares of IJR stock, worth $396,939. This represents 0.23% of its overall portfolio holdings.

Number of Shares
3,397
Previous 3,076 10.44%
Holding current value
$396,939
Previous $365,000 8.49%
% of portfolio
0.23%
Previous 0.23%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 16, 2026
BUY
$114.27 - $121.15 $36,680 - $38,889
321 Added 10.44%
3,397 $396,000
Q3 2025

Oct 14, 2025
BUY
$108.46 - $120.63 $110,195 - $122,560
1,016 Added 49.32%
3,076 $365,000
Q2 2025

Jul 07, 2025
BUY
$90.56 - $109.49 $186,553 - $225,549
2,060 New
2,060 $225,000

Others Institutions Holding IJR

# of Institutions
2,914
Shares Held
539M
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 Taylor & Morgan Wealth Management, LLC Portfolio

Follow Taylor & Morgan Wealth Management, 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 Taylor & Morgan Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Taylor & Morgan Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email