Total Wealth Planning, LLC Ishares Core S&P Sm Cap ETF Transaction History
Total Wealth Planning, LLC
- $605 Million
- Q3 2024
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 6,441 shares of IJR stock, worth $804,416. This represents 0.12% of its overall portfolio holdings.
Number of Shares
6,441
Previous 6,463
0.34%
Holding current value
$804,416
Previous $689,000
9.29%
% of portfolio
0.12%
Previous 0.12%
Shares
11 transactions
Others Institutions Holding IJR
# of Institutions
2,566Shares Held
500MCall Options Held
1.04MPut Options Held
671K-
Northwestern Mutual Wealth Management CO36.3MShares$4.54 Billion3.79% of portfolio
-
Bank Of America Corp Charlotte, NC31MShares$3.87 Billion0.31% of portfolio
-
Morgan Stanley New York, NY18.7MShares$2.33 Billion0.16% of portfolio
-
Envestnet Asset Management Inc17.8MShares$2.22 Billion0.69% of portfolio
-
Wells Fargo & Company San Francisco, CA16.1MShares$2.02 Billion0.44% of portfolio