Wade Financial Advisory, Inc Ishares Core S&P Sm Cap ETF Transaction History

Wade Financial Advisory, Inc

  • $292 Million
  • Q1 2025

A detailed history of Wade Financial Advisory, Inc transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Wade Financial Advisory, Inc holds 2,283 shares of IJR stock, worth $266,768. This represents 0.08% of its overall portfolio holdings.

Number of Shares
2,283
Previous 2,264 0.84%
Holding current value
$266,768
Previous $260,000 8.46%
% of portfolio
0.08%
Previous 0.09%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 09, 2025
BUY
$102.49 - $119.96 $1,947 - $2,279
19 Added 0.84%
2,283 $238,000
Q1 2024

May 13, 2024
SELL
$102.35 - $110.52 $6,652 - $7,183
-65 Reduced 2.79%
2,264 $250,000
Q4 2023

Feb 09, 2024
BUY
$87.61 - $110.11 $204,043 - $256,446
2,329 New
2,329 $252,000
Q4 2022

Jan 12, 2023
BUY
$89.09 - $102.13 $207,490 - $237,860
2,329 New
2,329 $0
Q2 2022

Aug 05, 2022
SELL
$89.03 - $109.02 $200,228 - $245,185
-2,249 Closed
0 $0
Q1 2022

Apr 21, 2022
BUY
$102.32 - $116.69 $230,117 - $262,435
2,249 New
2,249 $243,000

Others Institutions Holding IJR

# of Institutions
2,918
Shares Held
539M
Call Options Held
482K
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
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