Leicht Financial Planning & Wealth Management, Inc. Ishares Core S&P Sm Cap ETF Transaction History

Leicht Financial Planning & Wealth Management, Inc.

$199 Million
Q3 2024

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2020 Apr 13, 2020	SELL	$49.11 - $85.52 $175,077 - $304,878	-3,565 Closed	0 $0
Q4 2019 Jan 17, 2020	SELL	$75.05 - $84.14 $71,222 - $79,848	-949 Reduced 21.02%	3,565 $299,000
Q3 2019 Oct 17, 2019	BUY	$73.61 - $80.67 $6,404 - $7,018	87 Added 1.97%	4,514 $351,000
Q2 2019 Aug 02, 2019	BUY	$73.17 - $81.37 $20,560 - $22,864	281 Added 6.78%	4,427 $347,000
Q1 2019 May 02, 2019	SELL	$68.34 - $81.18 $123,832 - $147,098	-1,812 Reduced 30.41%	4,146 $320,000
Q4 2018 Jan 28, 2019	SELL	$65.14 - $85.94 $367,063 - $484,271	-5,635 Reduced 48.61%	5,958 $412,000
Q3 2018 Oct 19, 2018	BUY	$84.33 - $90.31 $52,706 - $56,443	625 Added 5.7%	11,593 $1.01 Million
Q2 2018 Jul 16, 2018	SELL	$75.25 - $86.64 $3,762 - $4,332	-50 Reduced 0.45%	10,968 $926,000
Q1 2018 Apr 09, 2018	SELL	$73.35 - $80.36 $58,239 - $63,805	-794 Reduced 6.72%	11,018 $829,000
Q4 2017 Jan 12, 2018	SELL	$73.06 - $77.74 $24,621 - $26,198	-337 Reduced 2.77%	11,812 $922,000
Q3 2017 Nov 02, 2017	SELL	$72.31 - $74.22 $1.67 Million - $1.71 Million	-23,086 Reduced 65.52%	12,149 $906,000
Q2 2017 Aug 15, 2017	BUY	N/A	721 Added 2.09%	35,235 $2.45 Million
Q1 2017 Aug 14, 2017	BUY	N/A	788 Added 2.34%	34,514 $2.32 Million
Q4 2016 Aug 14, 2017	BUY	N/A	33,726	33,726 $2.29 Million

Others Institutions Holding IJR

# of Institutions

2,811

Shares Held

537M

Call Options Held

877K

Put Options Held

272K

Northwestern Mutual Wealth Management CO

38.1M
Shares

$4.31 Billion
3.73% of portfolio
Bank Of America Corp Charlotte, NC

32.1M
Shares

$3.62 Billion
0.32% of portfolio
Morgan Stanley New York, NY

19.2M
Shares

$2.16 Billion
0.16% of portfolio
Envestnet Asset Management Inc

18.2M
Shares

$2.05 Billion
0.69% of portfolio
Wells Fargo & Company San Francisco, CA

17.2M
Shares

$1.94 Billion
0.46% of portfolio

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