Walled Lake Planning & Wealth Management, LLC Ishares Core S&P Sm Cap ETF Transaction History

Walled Lake Planning & Wealth Management, LLC

  • $257 Million
  • Q2 2025

A detailed history of Walled Lake Planning & Wealth Management, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Walled Lake Planning & Wealth Management, LLC holds 1,859 shares of IJR stock, worth $206,144. This represents 0.08% of its overall portfolio holdings.

Number of Shares
1,859
Holding current value
$206,144
% of portfolio
0.08%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 12, 2025
BUY
$90.56 - $109.49 $168,351 - $203,541
1,859 New
1,859 $203,000
Q4 2021

Feb 10, 2022
SELL
$108.26 - $120.32 $1,407 - $1,564
-13 Closed
0 $0
Q1 2021

May 17, 2021
BUY
$91.04 - $115.01 $1,183 - $1,495
13 New
13 $1,000
Q2 2020

Aug 18, 2020
SELL
$50.99 - $75.55 $254 - $377
-5 Closed
0 $0
Q1 2020

May 15, 2020
BUY
$49.11 - $85.52 $245 - $427
5 New
5 $0

Others Institutions Holding IJR

# of Institutions
2,819
Shares Held
566M
Call Options Held
492K
Put Options Held
327K
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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