West Branch Capital LLC Ishares Core S&P Sm Cap ETF Transaction History

West Branch Capital LLC

  • $363 Million
  • Q3 2025

A detailed history of West Branch Capital LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, West Branch Capital LLC holds 540 shares of IJR stock, worth $63,099. This represents 0.02% of its overall portfolio holdings.

Number of Shares
540
Previous 540 -0.0%
Holding current value
$63,099
Previous $59,000 8.47%
% of portfolio
0.02%
Previous 0.02%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 16, 2025
SELL
$90.56 - $109.49 $13,584 - $16,423
-150 Reduced 21.74%
540 $59,000
Q1 2025

Apr 16, 2025
SELL
$102.49 - $119.96 $19,985 - $23,392
-195 Reduced 22.03%
690 $72,000
Q2 2024

Jul 26, 2024
SELL
$102.13 - $110.88 $14,298 - $15,523
-140 Reduced 13.66%
885 $94,000
Q1 2024

Apr 23, 2024
SELL
$102.35 - $110.52 $33,980 - $36,692
-332 Reduced 24.47%
1,025 $113,000
Q4 2023

Jan 19, 2024
BUY
$87.61 - $110.11 $175 - $220
2 Added 0.15%
1,357 $146,000
Q3 2023

Oct 20, 2023
SELL
$92.9 - $105.16 $11,148 - $12,619
-120 Reduced 8.14%
1,355 $127,000
Q2 2023

Aug 04, 2023
BUY
$91.14 - $99.81 $182 - $199
2 Added 0.14%
1,475 $146,000
Q1 2023

Apr 20, 2023
SELL
$92.27 - $107.68 $26,666 - $31,119
-289 Reduced 16.4%
1,473 $142,000
Q4 2022

Jan 27, 2023
BUY
$89.09 - $102.13 $89 - $102
1 Added 0.06%
1,762 $0
Q3 2022

Oct 19, 2022
BUY
$87.04 - $106.5 $174 - $213
2 Added 0.11%
1,761 $154,000
Q2 2022

Jul 28, 2022
BUY
$89.03 - $109.02 $89 - $109
1 Added 0.06%
1,759 $163,000
Q1 2022

May 03, 2022
SELL
$102.32 - $116.69 $1,534 - $1,750
-15 Reduced 0.85%
1,758 $190,000
Q4 2021

Jan 24, 2022
SELL
$108.26 - $120.32 $15,914 - $17,687
-147 Reduced 7.66%
1,773 $203,000
Q3 2021

Nov 09, 2021
BUY
$104.62 - $113.69 $104 - $113
1 Added 0.05%
1,920 $210,000
Q2 2021

Aug 17, 2021
BUY
$106.38 - $116.3 $106 - $116
1 Added 0.05%
1,919 $216,000
Q1 2021

May 14, 2021
BUY
$91.04 - $115.01 $174,614 - $220,589
1,918 New
1,918 $208,000

Others Institutions Holding IJR

# of Institutions
2,887
Shares Held
537M
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 West Branch Capital LLC Portfolio

Follow West Branch Capital 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 West Branch Capital LLC, based on Form 13F filings with the SEC.

News

Stay updated on West Branch Capital LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email