Partners In Financial Planning Ishares Core S&P Sm Cap ETF Transaction History
Partners In Financial Planning
- $542 Billion
- Q2 2025
A detailed history of Partners In Financial Planning transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Partners In Financial Planning holds 2,294 shares of IJR stock, worth $270,210. This represents 0.05% of its overall portfolio holdings.
Number of Shares
2,294
Previous 2,844
19.34%
Holding current value
$270,210
Previous $297 Million
15.68%
% of portfolio
0.05%
Previous 0.06%
Shares
17 transactions
Others Institutions Holding IJR
# of Institutions
2,837Shares Held
545MCall Options Held
554KPut Options Held
325K-
Northwestern Mutual Wealth Management CO41.3MShares$4.87 Billion3.33% of portfolio
-
Bank Of America Corp Charlotte, NC32MShares$3.77 Billion0.26% of portfolio
-
Morgan Stanley New York, NY18.1MShares$2.14 Billion0.13% of portfolio
-
Envestnet Asset Management Inc16.8MShares$1.98 Billion0.56% of portfolio
-
Wells Fargo & Company San Francisco, CA16.4MShares$1.94 Billion0.38% of portfolio