Total Wealth Planning, LLC Ishares S&P Smallcap 600 Value Transaction History
Total Wealth Planning, LLC
- $744 Million
- Q2 2025
A detailed history of Total Wealth Planning, LLC transactions in Ishares S&P Smallcap 600 Value stock. As of the latest transaction made, Total Wealth Planning, LLC holds 7,896 shares of IJS stock, worth $875,429. This represents 0.11% of its overall portfolio holdings.
Number of Shares
7,896Holding current value
$875,429% of portfolio
0.11%Shares
1 transactions
Others Institutions Holding IJS
# of Institutions
892Shares Held
39.1MCall Options Held
31.3KPut Options Held
38.3K-
Morgan Stanley New York, NY3.56MShares$395 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC3.26MShares$362 Million0.02% of portfolio
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Wells Fargo & Company San Francisco, CA1.32MShares$147 Million0.03% of portfolio
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Portfolio Solutions, LLC Troy, MI1.1MShares$122 Million11.47% of portfolio
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Ubs Group Ag1.04MShares$115 Million0.02% of portfolio