St. Louis Financial Planners Asset Management, LLC Ishares Core S&P Sm Cap ETF Transaction History

St. Louis Financial Planners Asset Management, LLC

$126 Billion
Q3 2024

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 10, 2024	SELL	$102.35 - $110.52 $46,466 - $50,176	-454 Reduced 0.45%	100,731 $10.9 Billion
Q4 2023 Jan 05, 2024	BUY	$87.61 - $110.11 $8.86 Million - $11.1 Million	101,185 New	101,185 $11 Billion
Q2 2023 Jul 06, 2023	SELL	$91.14 - $99.81 $199,687 - $218,683	-2,191 Reduced 1.86%	115,586 $11.5 Billion
Q1 2023 Apr 05, 2023	BUY	$92.27 - $107.68 $10.9 Million - $12.7 Million	117,777 New	117,777 $11.4 Billion

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

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