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

Total Wealth Planning, LLC

  • $812 Million
  • Q3 2025

A detailed history of Total Wealth Planning, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Total Wealth Planning, LLC holds 6,764 shares of IJR stock, worth $790,373. This represents 0.1% of its overall portfolio holdings.

Number of Shares
6,764
Previous 6,274 7.81%
Holding current value
$790,373
Previous $685,000 17.23%
% of portfolio
0.1%
Previous 0.09%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 17, 2025
BUY
$108.46 - $120.63 $53,145 - $59,108
490 Added 7.81%
6,764 $803,000
Q2 2025

Jul 15, 2025
SELL
$90.56 - $109.49 $13,040 - $15,766
-144 Reduced 2.24%
6,274 $685,000
Q1 2025

Apr 15, 2025
SELL
$102.49 - $119.96 $3,894 - $4,558
-38 Reduced 0.59%
6,418 $667,000
Q4 2024

Jan 15, 2025
BUY
$113.92 - $127.38 $1,708 - $1,910
15 Added 0.23%
6,456 $743,000
Q3 2024

Oct 10, 2024
SELL
$105.53 - $118.34 $2,321 - $2,603
-22 Reduced 0.34%
6,441 $753,000
Q2 2024

Aug 02, 2024
SELL
$102.13 - $110.88 $29,004 - $31,489
-284 Reduced 4.21%
6,463 $689,000
Q1 2024

Apr 18, 2024
BUY
$102.35 - $110.52 $9,620 - $10,388
94 Added 1.41%
6,747 $745,000
Q4 2023

Feb 05, 2024
BUY
$87.61 - $110.11 $6,307 - $7,927
72 Added 1.09%
6,653 $720,000
Q3 2023

Nov 08, 2023
SELL
$92.9 - $105.16 $3,716 - $4,206
-40 Reduced 0.6%
6,581 $620,000
Q2 2023

Jul 31, 2023
SELL
$91.14 - $99.81 $1,913 - $2,096
-21 Reduced 0.32%
6,621 $659,000
Q1 2023

Apr 14, 2023
SELL
$92.27 - $107.68 $26,020 - $30,365
-282 Reduced 4.07%
6,642 $642,000
Q4 2022

Feb 02, 2023
SELL
$89.09 - $102.13 $38,932 - $44,630
-437 Reduced 5.94%
6,924 $655,000
Q3 2022

Nov 14, 2022
SELL
$87.04 - $106.5 $826,270 - $1.01 Million
-9,493 Reduced 56.32%
7,361 $642,000
Q2 2022

Aug 01, 2022
SELL
$89.03 - $109.02 $774,828 - $948,801
-8,703 Reduced 34.05%
16,854 $1.56 Million
Q1 2022

May 13, 2022
BUY
$102.32 - $116.69 $2.61 Million - $2.98 Million
25,557 New
25,557 $2.76 Million

Others Institutions Holding IJR

# of Institutions
2,884
Shares Held
537M
Call Options Held
490K
Put Options Held
348K
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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