Pillar Wealth Advisors, LLC Ishares Core S&P Sm Cap ETF Transaction History

Pillar Wealth Advisors, LLC

$0
Q4 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 13, 2024	SELL	$102.13 - $110.88 $247,460 - $268,662	-2,423 Reduced 14.66%	14,101 $1.5 Million
Q1 2024 May 06, 2024	SELL	$102.35 - $110.52 $264,881 - $286,025	-2,588 Reduced 13.54%	16,524 $1.83 Million
Q4 2023 Feb 05, 2024	BUY	$87.61 - $110.11 $326,872 - $410,820	3,731 Added 24.26%	19,112 $2.07 Million
Q3 2023 Nov 07, 2023	BUY	$92.9 - $105.16 $199,642 - $225,988	2,149 Added 16.24%	15,381 $1.45 Million
Q2 2023 Aug 04, 2023	BUY	$91.14 - $99.81 $555,224 - $608,042	6,092 Added 85.32%	13,232 $1.32 Million
Q1 2023 May 05, 2023	BUY	$92.27 - $107.68 $164,148 - $191,562	1,779 Added 33.18%	7,140 $690,000
Q4 2022 Feb 09, 2023	BUY	$89.09 - $102.13 $477,611 - $547,518	5,361 New	5,361 $507,000

Others Institutions Holding IJR

# of Institutions

2,627

Shares Held

503M

Call Options Held

1.04M

Put Options Held

671K

Northwestern Mutual Wealth Management CO

36.3M
Shares

$4.31 Billion
3.79% of portfolio
Bank Of America Corp Charlotte, NC

31M
Shares

$3.68 Billion
0.31% of portfolio
Morgan Stanley New York, NY

18.7M
Shares

$2.22 Billion
0.16% of portfolio
Envestnet Asset Management Inc

17.8M
Shares

$2.11 Billion
0.69% of portfolio
Wells Fargo & Company San Francisco, CA

16.1M
Shares

$1.92 Billion
0.44% of portfolio

About ISHARES CORE S&P SM CAP ETF

Ticker IJR
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