United Financial Planning Group LLC Ishares Core S&P Sm Cap ETF Transaction History
United Financial Planning Group LLC
- $159 Billion
- Q3 2025
A detailed history of United Financial Planning Group LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, United Financial Planning Group LLC holds 55,480 shares of IJR stock, worth $6.63 Million. This represents 4.15% of its overall portfolio holdings.
Number of Shares
55,480Holding current value
$6.63 Million% of portfolio
4.15%Shares
1 transactions
Others Institutions Holding IJR
# of Institutions
2,878Shares Held
540MCall Options Held
554KPut Options Held
325K-
Northwestern Mutual Wealth Management CO41.3MShares$4.94 Billion3.33% of portfolio
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Bank Of America Corp Charlotte, NC32MShares$3.82 Billion0.26% of portfolio
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Morgan Stanley New York, NY18.1MShares$2.17 Billion0.13% of portfolio
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Lpl Financial LLC Fort Mill, SC16.5MShares$1.98 Billion0.61% of portfolio
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Wells Fargo & Company San Francisco, CA15.4MShares$1.84 Billion0.36% of portfolio