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

2,705

Shares Held

523M

Call Options Held

947K

Put Options Held

614K

Northwestern Mutual Wealth Management CO

36.3M
Shares

$4.26 Billion
3.79% of portfolio
Bank Of America Corp Charlotte, NC

31M
Shares

$3.63 Billion
0.31% of portfolio
Morgan Stanley New York, NY

18.7M
Shares

$2.19 Billion
0.16% of portfolio
Envestnet Asset Management Inc

17.8M
Shares

$2.08 Billion
0.69% of portfolio
Wells Fargo & Company San Francisco, CA

16.1M
Shares

$1.89 Billion
0.44% of portfolio

About ISHARES CORE S&P SM CAP ETF

Ticker IJR
Sector ETFs
Industry ETFs

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