Next Level Wealth Planning, LLC Ishares Core S&P Sm Cap ETF Transaction History

Next Level Wealth Planning, LLC

  • $156 Billion
  • Q2 2025

A detailed history of Next Level Wealth Planning, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Next Level Wealth Planning, LLC holds 88,662 shares of IJR stock, worth $10.4 Million. This represents 6.21% of its overall portfolio holdings.

Number of Shares
88,662
Previous 78,375 13.13%
Holding current value
$10.4 Million
Previous $8.2 Billion 18.23%
% of portfolio
6.21%
Previous 6.21%

Shares

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

Jul 22, 2025
BUY
$90.56 - $109.49 $931,590 - $1.13 Million
10,287 Added 13.13%
88,662 $9.69 Billion
Q1 2025

May 06, 2025
BUY
$102.49 - $119.96 $335,347 - $392,509
3,272 Added 4.36%
78,375 $8.2 Billion
Q4 2024

Jan 30, 2025
BUY
$113.92 - $127.38 $8.56 Million - $9.57 Million
75,103 New
75,103 $8.65 Billion

Others Institutions Holding IJR

# of Institutions
2,849
Shares Held
545M
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
Track This Portfolio

Track Next Level Wealth Planning, LLC Portfolio

Follow Next Level Wealth Planning, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Next Level Wealth Planning, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email