True Link Financial Advisors, LLC Ishares Core S&P Sm Cap ETF Transaction History

True Link Financial Advisors, LLC

$1.19 Billion
Q4 2024

A detailed history of True Link Financial Advisors, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, True Link Financial Advisors, LLC holds 4,285 shares of IJR stock, worth $510,214. This represents 0.04% of its overall portfolio holdings.

Number of Shares

4,285

Previous 3,887 10.24%

Holding current value

$510,214

Previous $454,000 8.59%

% of portfolio

0.04%

Previous 0.04%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 16, 2025	BUY	$113.92 - $127.38 $45,340 - $50,697	398 Added 10.24%	4,285 $493,000
Q2 2024 Jul 12, 2024	SELL	$102.13 - $110.88 $71,491 - $77,616	-700 Reduced 15.26%	3,887 $414,000
Q1 2024 Apr 19, 2024	BUY	$102.35 - $110.52 $139,605 - $150,749	1,364 Added 42.32%	4,587 $506,000
Q4 2023 Jan 19, 2024	SELL	$87.61 - $110.11 $218,849 - $275,054	-2,498 Reduced 43.66%	3,223 $348,000
Q3 2023 Oct 30, 2023	SELL	$92.9 - $105.16 $78,965 - $89,386	-850 Reduced 12.94%	5,721 $539,000
Q2 2023 Jul 20, 2023	SELL	$91.14 - $99.81 $750,264 - $821,635	-8,232 Reduced 55.61%	6,571 $654,000
Q1 2023 May 05, 2023	SELL	$92.27 - $107.68 $31,740 - $37,041	-344 Reduced 2.27%	14,803 $1.43 Million
Q4 2022 Feb 09, 2023	SELL	$89.09 - $102.13 $35,368 - $40,545	-397 Reduced 2.55%	15,147 $1.43 Million
Q3 2022 Nov 09, 2022	BUY	$87.04 - $106.5 $89,564 - $109,588	1,029 Added 7.09%	15,544 $1.36 Million
Q2 2022 Aug 04, 2022	SELL	$89.03 - $109.02 $827,800 - $1.01 Million	-9,298 Reduced 39.05%	14,515 $1.34 Million
Q1 2022 May 16, 2022	BUY	$102.32 - $116.69 $1.42 Million - $1.63 Million	13,926 Added 140.85%	23,813 $2.57 Million
Q4 2021 Feb 01, 2022	BUY	$108.26 - $120.32 $239,254 - $265,907	2,210 Added 28.79%	9,887 $1.13 Million
Q3 2021 Oct 29, 2021	BUY	$104.62 - $113.69 $3,766 - $4,092	36 Added 0.47%	7,677 $838,000
Q2 2021 Aug 19, 2021	SELL	$106.38 - $116.3 $212 - $232	-2 Reduced 0.03%	7,641 $863,000
Q1 2021 May 17, 2021	BUY	$91.04 - $115.01 $19,482 - $24,612	214 Added 2.88%	7,643 $829,000
Q4 2020 Feb 16, 2021	BUY	$71.23 - $92.42 $529,167 - $686,588	7,429 New	7,429 $683,000

Others Institutions Holding IJR

# of Institutions

2,606

Shares Held

501M

Call Options Held

1.04M

Put Options Held

671K

View Full List

About ISHARES CORE S&P SM CAP ETF

Ticker IJR
Sector ETFs
Industry ETFs

More about IJR

Track This Portfolio

Portfolio Update

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

News

Stay updated on True Link Financial Advisors, LLC with notifications on news.

Account

True Link Financial Advisors, LLC Ishares Core S&P Sm Cap ETF Transaction History