Lpwm LLC Ishares Core S&P Sm Cap ETF Transaction History

Lpwm LLC

$395 Million
Q4 2025

A detailed history of Lpwm LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Lpwm LLC holds 5,435 shares of IJR stock, worth $635,079. This represents 0.16% of its overall portfolio holdings.

Number of Shares

5,435

Holding current value

$635,079

% of portfolio

0.16%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2025 Jan 06, 2026	BUY	$114.27 - $121.15 $621,057 - $658,450	5,435 New	5,435 $635,000

Others Institutions Holding IJR

# of Institutions

2,904

Shares Held

537M

Call Options Held

490K

Put Options Held

348K

Northwestern Mutual Wealth Management CO

42.3M
Shares

$4.95 Billion
3.41% of portfolio
Bank Of America Corp Charlotte, NC

31.7M
Shares

$3.7 Billion
0.26% of portfolio
Morgan Stanley New York, NY

18M
Shares

$2.1 Billion
0.13% of portfolio
Lpl Financial LLC Fort Mill, SC

16.5M
Shares

$1.93 Billion
0.61% of portfolio
Wells Fargo & Company San Francisco, CA

15.4M
Shares

$1.8 Billion
0.36% of portfolio

View Full List

About ISHARES CORE S&P SM CAP ETF

Ticker IJR
Sector ETFs
Industry ETFs

More about IJR

Track This Portfolio

Portfolio Update

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

News

Stay updated on Lpwm LLC with notifications on news.

Account