Ridgeline Wealth Planning, LLC Ishares Core S&P Sm Cap ETF Transaction History

Ridgeline Wealth Planning, LLC

  • $121 Billion
  • Q2 2025

A detailed history of Ridgeline Wealth Planning, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Ridgeline Wealth Planning, LLC holds 6,632 shares of IJR stock, worth $781,183. This represents 0.6% of its overall portfolio holdings.

Number of Shares
6,632
Previous 5,411 22.57%
Holding current value
$781,183
Previous $566 Million 28.1%
% of portfolio
0.6%
Previous 0.56%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 24, 2025
BUY
$90.56 - $109.49 $110,573 - $133,687
1,221 Added 22.57%
6,632 $725 Million
Q1 2025

Apr 30, 2025
SELL
$102.49 - $119.96 $19,165 - $22,432
-187 Reduced 3.34%
5,411 $566 Million
Q4 2024

Jan 29, 2025
BUY
$113.92 - $127.38 $637,724 - $713,073
5,598 New
5,598 $645 Million

Others Institutions Holding IJR

# of Institutions
2,848
Shares Held
544M
Call Options Held
554K
Put Options Held
325K
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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