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

True Wealth Advisors, LLC

  • $262 Million
  • Q4 2024

A detailed history of True Wealth Advisors, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, True Wealth Advisors, LLC holds 1,819 shares of IJR stock, worth $197,507. This represents 0.08% of its overall portfolio holdings.

Number of Shares
1,819
Previous 2,426 25.02%
Holding current value
$197,507
Previous $283,000 26.15%
% of portfolio
0.08%
Previous 0.1%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 15, 2025
SELL
$113.92 - $127.38 $69,149 - $77,319
-607 Reduced 25.02%
1,819 $209,000
Q3 2024

Oct 29, 2024
SELL
$105.53 - $118.34 $96,032 - $107,689
-910 Reduced 27.28%
2,426 $283,000
Q2 2024

Jul 24, 2024
SELL
$102.13 - $110.88 $210,387 - $228,412
-2,060 Reduced 38.18%
3,336 $355,000
Q1 2024

Apr 23, 2024
SELL
$102.35 - $110.52 $28,862 - $31,166
-282 Reduced 4.97%
5,396 $596,000
Q4 2023

Feb 08, 2024
SELL
$87.61 - $110.11 $12,528 - $15,745
-143 Reduced 2.46%
5,678 $614,000
Q3 2023

Nov 07, 2023
BUY
$92.9 - $105.16 $12,634 - $14,301
136 Added 2.39%
5,821 $549,000
Q2 2023

Jul 31, 2023
SELL
$91.14 - $99.81 $46,845 - $51,302
-514 Reduced 8.29%
5,685 $566,000
Q1 2023

Apr 19, 2023
SELL
$92.27 - $107.68 $151,784 - $177,133
-1,645 Reduced 20.97%
6,199 $599,000
Q4 2022

Jan 23, 2023
SELL
$89.09 - $102.13 $22,005 - $25,226
-247 Reduced 3.05%
7,844 $0
Q3 2022

Oct 21, 2022
BUY
$87.04 - $106.5 $53,181 - $65,071
611 Added 8.17%
8,091 $705,000
Q2 2022

Jul 27, 2022
BUY
$89.03 - $109.02 $34,098 - $41,754
383 Added 5.4%
7,480 $691,000
Q1 2022

May 05, 2022
SELL
$102.32 - $116.69 $196,045 - $223,578
-1,916 Reduced 21.26%
7,097 $813,000
Q1 2022

May 04, 2022
BUY
$102.32 - $116.69 $196,045 - $223,578
1,916 Added 27.0%
9,013 $912,000
Q4 2021

Feb 02, 2022
BUY
$108.26 - $120.32 $383,456 - $426,173
3,542 Added 99.63%
7,097 $813,000
Q3 2021

Oct 25, 2021
BUY
$104.62 - $113.69 $12,972 - $14,097
124 Added 3.61%
3,555 $388,000
Q2 2021

Jul 23, 2021
BUY
$106.38 - $116.3 $33,616 - $36,750
316 Added 10.14%
3,431 $388,000
Q1 2021

Apr 22, 2021
BUY
$91.04 - $115.01 $283,589 - $358,256
3,115 New
3,115 $338,000

Others Institutions Holding IJR

# of Institutions
2,823
Shares Held
537M
Call Options Held
877K
Put Options Held
272K
View Full List

About ISHARES CORE S&P SM CAP ETF

IJR Quotes by TradingView
  • Ticker IJR
  • Sector ETFs
  • Industry ETFs
More about IJR
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