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

Next Level Wealth Planning, LLC

$177 Billion
Q3 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 94,659 shares of IJR stock, worth $11.1 Million. This represents 6.35% of its overall portfolio holdings.

Number of Shares

94,659

Previous 88,662 6.76%

Holding current value

$11.1 Million

Previous $9.69 Billion 16.08%

% of portfolio

6.35%

Previous 6.21%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 30, 2025	BUY	$108.46 - $120.63 $650,434 - $723,418	5,997 Added 6.76%	94,659 $11.2 Billion
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

2,881

Shares Held

537M

Call Options Held

490K

Put Options Held

336K

View Full List

About ISHARES CORE S&P SM CAP ETF

Ticker IJR
Sector ETFs
Industry ETFs

More about IJR

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