Level Wealth Management LLC Ishares Core S&P Sm Cap ETF Transaction History

Level Wealth Management LLC

  • $172 Billion
  • Q2 2025

A detailed history of Level Wealth Management LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Level Wealth Management LLC holds 3,672 shares of IJR stock, worth $436,343. This represents 0.23% of its overall portfolio holdings.

Number of Shares
3,672
Previous 1,983 85.17%
Holding current value
$436,343
Previous $207 Million 93.51%
% of portfolio
0.23%
Previous 0.14%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 29, 2025
BUY
$90.56 - $109.49 $152,955 - $184,928
1,689 Added 85.17%
3,672 $401 Million
Q1 2025

Apr 28, 2025
BUY
$102.49 - $119.96 $409 - $479
4 Added 0.2%
1,983 $207 Million
Q4 2024

Jan 24, 2025
BUY
$113.92 - $127.38 $225,447 - $252,085
1,979 New
1,979 $228 Million

Others Institutions Holding IJR

# of Institutions
2,829
Shares Held
564M
Call Options Held
554K
Put Options Held
325K
View Full List

About ISHARES CORE S&P SM CAP ETF

IJR Quotes by TradingView
  • Ticker IJR
  • Sector ETFs
  • Industry ETFs
More about IJR
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