Falcon Wealth Planning Ishares Core S&P Sm Cap ETF Transaction History

Falcon Wealth Planning

$806 Million
Q1 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 22, 2025	BUY	$113.92 - $127.38 $201,182 - $224,953	1,766 New	1,766 $203,000

Others Institutions Holding IJR

# of Institutions

2,815

Shares Held

535M

Call Options Held

877K

Put Options Held

272K

Northwestern Mutual Wealth Management CO

38.1M
Shares

$3.82 Billion
3.73% of portfolio
Bank Of America Corp Charlotte, NC

32.1M
Shares

$3.21 Billion
0.32% of portfolio
Morgan Stanley New York, NY

19.2M
Shares

$1.92 Billion
0.16% of portfolio
Envestnet Asset Management Inc

17.8M
Shares

$1.78 Billion
0.62% of portfolio
Wells Fargo & Company San Francisco, CA

17.2M
Shares

$1.72 Billion
0.46% of portfolio

About ISHARES CORE S&P SM CAP ETF

Ticker IJR
Sector ETFs
Industry ETFs

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