Dodds Wealth, LLC Ishares Core S&P Sm Cap ETF Transaction History

Dodds Wealth, LLC

$311 Billion
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 24, 2024	SELL	$102.35 - $110.52 $1,944 - $2,099	-19 Reduced 1.02%	1,850 $204 Million
Q4 2023 Feb 12, 2024	BUY	$87.61 - $110.11 $163,743 - $205,795	1,869 New	1,869 $202 Million

Others Institutions Holding IJR

# of Institutions

2,788

Shares Held

536M

Call Options Held

995K

Put Options Held

461K

Northwestern Mutual Wealth Management CO

38.1M
Shares

$4.46 Billion
3.73% of portfolio
Bank Of America Corp Charlotte, NC

32.1M
Shares

$3.75 Billion
0.32% of portfolio
Morgan Stanley New York, NY

19.2M
Shares

$2.24 Billion
0.16% of portfolio
Envestnet Asset Management Inc

18.2M
Shares

$2.13 Billion
0.69% of portfolio
Wells Fargo & Company San Francisco, CA

17.2M
Shares

$2.01 Billion
0.46% of portfolio

About ISHARES CORE S&P SM CAP ETF

Ticker IJR
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Dodds Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Dodds Wealth, LLC with notifications on news.