Pds Planning, Inc Ishares Core S&P Sm Cap ETF Transaction History

Pds Planning, Inc

$1.1 Billion
Q3 2024

A detailed history of Pds Planning, Inc transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Pds Planning, Inc holds 1,971 shares of IJR stock, worth $246,158. This represents 0.02% of its overall portfolio holdings.

Number of Shares

1,971

Holding current value

$246,158

% of portfolio

0.02%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 29, 2024	BUY	$105.53 - $118.34 $207,999 - $233,248	1,971 New	1,971 $230,000

Others Institutions Holding IJR

# of Institutions

2,566

Shares Held

500M

Call Options Held

1.04M

Put Options Held

671K

Northwestern Mutual Wealth Management CO

36.3M
Shares

$4.54 Billion
3.79% of portfolio
Bank Of America Corp Charlotte, NC

31M
Shares

$3.87 Billion
0.31% of portfolio
Morgan Stanley New York, NY

18.7M
Shares

$2.33 Billion
0.16% of portfolio
Envestnet Asset Management Inc

17.8M
Shares

$2.22 Billion
0.69% of portfolio
Wells Fargo & Company San Francisco, CA

16.1M
Shares

$2.02 Billion
0.44% 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 Pds Planning, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Pds Planning, Inc with notifications on news.

Account