Walkner Condon Financial Advisors LLC Ishares Core S&P Sm Cap ETF Transaction History

Walkner Condon Financial Advisors LLC

  • $686 Million
  • Q4 2025

A detailed history of Walkner Condon Financial Advisors LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Walkner Condon Financial Advisors LLC holds 55,319 shares of IJR stock, worth $6.46 Million. This represents 0.94% of its overall portfolio holdings.

Number of Shares
55,319
Previous 44,583 24.08%
Holding current value
$6.46 Million
Previous $5.3 Million 22.03%
% of portfolio
0.94%
Previous 0.86%

Shares

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

Jan 20, 2026
BUY
$114.27 - $121.15 $1.23 Million - $1.3 Million
10,736 Added 24.08%
55,319 $6.46 Million
Q3 2025

Oct 28, 2025
BUY
$108.46 - $120.63 $777,224 - $864,434
7,166 Added 19.15%
44,583 $5.3 Million
Q2 2025

Aug 06, 2025
BUY
$90.56 - $109.49 $454,067 - $548,982
5,014 Added 15.47%
37,417 $4.09 Million
Q1 2025

Apr 22, 2025
BUY
$102.49 - $119.96 $2.24 Million - $2.62 Million
21,829 Added 206.44%
32,403 $3.39 Million
Q4 2024

Jan 29, 2025
SELL
$113.92 - $127.38 $71,769 - $80,249
-630 Reduced 5.62%
10,574 $1.22 Million
Q3 2024

Oct 31, 2024
BUY
$105.53 - $118.34 $75,665 - $84,849
717 Added 6.84%
11,204 $1.31 Million
Q2 2024

Jul 26, 2024
SELL
$102.13 - $110.88 $29,821 - $32,376
-292 Reduced 2.71%
10,487 $1.12 Million
Q1 2024

Apr 22, 2024
BUY
$102.35 - $110.52 $19,344 - $20,888
189 Added 1.78%
10,779 $1.19 Million
Q4 2023

Jan 23, 2024
BUY
$87.61 - $110.11 $29,174 - $36,666
333 Added 3.25%
10,590 $1.15 Million
Q3 2023

Oct 19, 2023
BUY
$92.9 - $105.16 $115,846 - $131,134
1,247 Added 13.84%
10,257 $967,000
Q2 2023

Jul 21, 2023
SELL
$91.14 - $99.81 $237,784 - $260,404
-2,609 Reduced 22.45%
9,010 $897,000
Q1 2023

Apr 20, 2023
BUY
$92.27 - $107.68 $78,521 - $91,635
851 Added 7.9%
11,619 $1.12 Million
Q4 2022

Jan 25, 2023
BUY
$89.09 - $102.13 $228,783 - $262,269
2,568 Added 31.32%
10,768 $0
Q3 2022

Oct 28, 2022
BUY
$87.04 - $106.5 $66,933 - $81,898
769 Added 10.35%
8,200 $715,000
Q2 2022

Aug 04, 2022
BUY
$89.03 - $109.02 $64,991 - $79,584
730 Added 10.89%
7,431 $687,000
Q1 2022

May 03, 2022
BUY
$102.32 - $116.69 $271,148 - $309,228
2,650 Added 65.42%
6,701 $723 Million
Q4 2021

Feb 11, 2022
BUY
$108.26 - $120.32 $75,565 - $83,983
698 Added 20.82%
4,051 $463,000
Q3 2021

Nov 04, 2021
BUY
$104.62 - $113.69 $6,381 - $6,935
61 Added 1.85%
3,353 $369,000
Q2 2021

Aug 10, 2021
BUY
$106.38 - $116.3 $33,190 - $36,285
312 Added 10.47%
3,292 $374,000
Q1 2021

Apr 13, 2021
BUY
$91.04 - $115.01 $31,681 - $40,023
348 Added 13.22%
2,980 $323,000
Q4 2020

Jan 12, 2021
BUY
$71.23 - $92.42 $187,477 - $243,249
2,632 New
2,632 $242,000

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 Walkner Condon Financial Advisors LLC Portfolio

Follow Walkner Condon Financial Advisors 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 Walkner Condon Financial Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Walkner Condon Financial Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email