Willow Creek Wealth Management Inc. Ishares Core S&P Sm Cap ETF Transaction History

Willow Creek Wealth Management Inc.

$1.15 Billion
Q3 2025

A detailed history of Willow Creek Wealth Management Inc. transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Willow Creek Wealth Management Inc. holds 5,145 shares of IJR stock, worth $601,193. This represents 0.05% of its overall portfolio holdings.

Number of Shares

5,145

Previous 5,145 -0.0%

Holding current value

$601,193

Previous $562,000 8.72%

% of portfolio

0.05%

Previous 0.05%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 16, 2025	SELL	$90.56 - $109.49 $59,769 - $72,263	-660 Reduced 11.37%	5,145 $562,000
Q1 2025 Jul 16, 2025	SELL	$102.49 - $119.96 $22,752 - $26,631	-222 Reduced 3.68%	5,805 $607,000
Q4 2024 Feb 14, 2025	BUY	$113.92 - $127.38 $75,187 - $84,070	660 Added 12.3%	6,027 $694,000
Q2 2024 Jul 25, 2025	BUY	$102.13 - $110.88 $90,078 - $97,796	882 Added 17.14%	6,027 $642,000
Q1 2024 Jul 25, 2025	BUY	$102.35 - $110.52 $22,721 - $24,535	222 Added 4.31%	5,367 $593,000

Q1 2023 Apr 24, 2023	SELL	$92.27 - $107.68 $22,052 - $25,735	-239 Reduced 4.26%	5,367 $518,000
Q4 2022 Mar 01, 2023	BUY	$89.09 - $102.13 $24,232 - $27,779	272 Added 5.1%	5,606 $531,000
Q1 2022 May 02, 2022	SELL	$102.32 - $116.69 $20,054 - $22,871	-196 Reduced 3.54%	5,334 $575,000
Q2 2021 Nov 16, 2021	SELL	$106.38 - $116.3 $28,722 - $31,401	-270 Reduced 4.66%	5,530 $625,000
Q1 2021 May 17, 2021	SELL	$91.04 - $115.01 $156,770 - $198,047	-1,722 Reduced 22.89%	5,800 $629,000
Q4 2020 Feb 23, 2021	BUY	$71.23 - $92.42 $12,821 - $16,635	180 Added 2.45%	7,522 $691,000
Q3 2020 Nov 12, 2020	BUY	$65.69 - $75.96 $482,295 - $557,698	7,342 New	7,342 $516,000

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

Ticker IJR
Sector ETFs
Industry ETFs

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Willow Creek Wealth Management Inc. Ishares Core S&P Sm Cap ETF Transaction History