ISHARES TR

Ticker: IJR CUSIP: 464287804 Class: CORE S&P SCP ETF

Omega Financial Group, LLC's Holding History (CIK: 0001767982)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 129,941 Value ($000) $15,616 Avg Close — Range —
Q3 2025
Shares 127,381 Value ($000) $15,137 Avg Close — Range —
Q2 2025
Shares 122,085 Value ($000) $13,343 Avg Close — Range —
Q1 2025
Shares 117,732 Value ($000) $12,311 Avg Close — Range —
Q4 2024
Shares 118,110 Value ($000) $13,609 Avg Close — Range —
Q3 2024
Shares 114,230 Value ($000) $13,360 Avg Close — Range —
Q2 2024
Shares 105,877 Value ($000) $11,293 Avg Close — Range —
Q1 2024
Shares 102,869 Value ($000) $11,369 Avg Close — Range —
Q4 2023
Shares 99,387 Value ($000) $10,759 Avg Close — Range —
Q3 2023
Shares 91,377 Value ($000) $8,620 Avg Close — Range —
Q2 2023
Shares 91,475 Value ($000) $9,115 Avg Close — Range —
Q1 2023
Shares 95,418 Value ($000) $9,227 Avg Close — Range —
Q4 2022
Shares 85,702 Value ($000) $8,178 Avg Close — Range —
Q3 2022
Shares 97,781 Value ($000) $8,525 Avg Close — Range —
Q2 2022
Shares 95,499 Value ($000) $8,825 Avg Close — Range —
Q1 2022
Shares 94,516 Value ($000) $10,196 Avg Close — Range —
Q4 2021
Shares 84,273 Value ($000) $9,650 Avg Close — Range —
Q3 2021
Shares 78,102 Value ($000) $8,528 Avg Close — Range —
Q2 2021
Shares 67,171 Value ($000) $7,589 Avg Close — Range —
Q1 2021
Shares 64,595 Value ($000) $7,010 Avg Close — Range —
Q4 2020
Shares 69,486 Value ($000) $6,386 Avg Close — Range —
Q3 2020
Shares 71,438 Value ($000) $5,017 Avg Close — Range —
Q2 2020
Shares 69,973 Value ($000) $4,778 Avg Close — Range —
Q1 2020
Shares 68,205 Value ($000) $3,827 Avg Close — Range —
Q4 2019
Shares 23,675 Value ($000) $1,985 Avg Close — Range —
Q3 2019
Shares 22,845 Value ($000) $1,778 Avg Close — Range —
Q2 2019
Shares 21,701 Value ($000) $1,699 Avg Close — Range —
Q1 2019
Shares 21,726 Value ($000) $1,676 Avg Close — Range —
Q4 2018
Shares 16,177 Value ($000) $1,121 Avg Close — Range —