Wr Wealth Planners, LLC Ishares Core S&P Sm Cap ETF Transaction History

Wr Wealth Planners, LLC

$318 Million
Q2 2024

A detailed history of Wr Wealth Planners, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 4,043 shares of IJR stock, worth $467,775. This represents 0.14% of its overall portfolio holdings.

Number of Shares

4,043

Previous 4,280 5.54%

Holding current value

$467,775

Previous $473,000 8.88%

% of portfolio

0.14%

Previous 0.15%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 31, 2024	SELL	$102.13 - $110.88 $24,204 - $26,278	-237 Reduced 5.54%	4,043 $431,000
Q1 2024 Jul 31, 2024	SELL	$102.35 - $110.52 $48,923 - $52,828	-478 Reduced 10.05%	4,280 $473,000
Q4 2023 Jul 30, 2024	BUY	$87.61 - $110.11 $416,848 - $523,903	4,758 New	4,758 $515,000
Q3 2023 Aug 01, 2024	SELL	$92.9 - $105.16 $650 - $736	-7 Reduced 0.12%	6,057 $571 Million
Q2 2023 Aug 01, 2024	BUY	$91.14 - $99.81 $184,193 - $201,716	2,021 Added 49.99%	6,064 $604 Million
Q1 2023 Aug 01, 2024	SELL	$92.27 - $107.68 $35,154 - $41,026	-381 Reduced 9.42%	3,662 $354 Million

Others Institutions Holding IJR

# of Institutions

2,476

Shares Held

489M

Call Options Held

727K

Put Options Held

97.4K

View Full List

About ISHARES CORE S&P SM CAP ETF

Ticker IJR
Sector ETFs
Industry ETFs

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Wr Wealth Planners, LLC Ishares Core S&P Sm Cap ETF Transaction History