Retirement Planning Group Ishares Core S&P Sm Cap ETF Transaction History
Retirement Planning Group
- $1.51 Billion
- Q1 2025
A detailed history of Retirement Planning Group transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Retirement Planning Group holds 29,973 shares of IJR stock, worth $3.16 Million. This represents 0.21% of its overall portfolio holdings.
Number of Shares
29,973
Previous 36,619
18.15%
Holding current value
$3.16 Million
Previous $4.22 Million
26.12%
% of portfolio
0.21%
Previous 0.25%
Shares
31 transactions
Others Institutions Holding IJR
# of Institutions
2,814Shares Held
548MCall Options Held
533KPut Options Held
389K-
Northwestern Mutual Wealth Management CO39.1MShares$4.11 Billion3.37% of portfolio
-
Bank Of America Corp Charlotte, NC33MShares$3.48 Billion0.28% of portfolio
-
Morgan Stanley New York, NY18.7MShares$1.97 Billion0.14% of portfolio
-
Envestnet Asset Management Inc17.8MShares$1.88 Billion0.62% of portfolio
-
Wells Fargo & Company San Francisco, CA17.1MShares$1.81 Billion0.42% of portfolio