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 $9.82 Million. This represents 6.21% of its overall portfolio holdings.

Number of Shares
88,662
Previous 78,375 13.13%
Holding current value
$9.82 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
2,811
Shares Held
556M
Call Options Held
533K
Put Options Held
388K
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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