Spectrum Planning & Advisory Services Inc. Ishares Core S&P Sm Cap ETF Transaction History

Spectrum Planning & Advisory Services Inc.

$113 Million
Q4 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Jan 19, 2023	SELL	$89.09 - $102.13 $508,347 - $582,753	-5,706 Reduced 46.76%	6,496 $0
Q3 2022 Oct 17, 2022	BUY	$87.04 - $106.5 $1.06 Million - $1.3 Million	12,202 New	12,202 $1.06 Million

Others Institutions Holding IJR

# of Institutions

2,637

Shares Held

504M

Call Options Held

1.03M

Put Options Held

671K

Northwestern Mutual Wealth Management CO

36.3M
Shares

$4.3 Billion
3.79% of portfolio
Bank Of America Corp Charlotte, NC

31M
Shares

$3.67 Billion
0.31% of portfolio
Morgan Stanley New York, NY

18.7M
Shares

$2.21 Billion
0.16% of portfolio
Envestnet Asset Management Inc

17.8M
Shares

$2.1 Billion
0.69% of portfolio
Wells Fargo & Company San Francisco, CA

16.1M
Shares

$1.91 Billion
0.44% of portfolio

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About ISHARES CORE S&P SM CAP ETF

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