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

Wr Wealth Planners, LLC

$301 Million
Q4 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 3,374 shares of IJR stock, worth $395,061. This represents 0.13% of its overall portfolio holdings.

Number of Shares

3,374

Previous 3,935 14.26%

Holding current value

$395,061

Previous $460,000 15.65%

% of portfolio

0.13%

Previous 0.13%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 05, 2025	SELL	$113.92 - $127.38 $63,909 - $71,460	-561 Reduced 14.26%	3,374 $388,000
Q3 2024 Oct 17, 2024	SELL	$105.53 - $118.34 $11,397 - $12,780	-108 Reduced 2.67%	3,935 $460,000
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
Q4 2022 Oct 10, 2024	SELL	$89.09 - $102.13 $7,038 - $8,068	-79 Reduced 1.82%	4,251 $402 Million
Q3 2022 Oct 10, 2024	BUY	$87.04 - $106.5 $24,980 - $30,565	287 Added 7.1%	4,330 $378 Million
Q2 2022 Oct 17, 2024	SELL	$89.03 - $109.02 $79,681 - $97,572	-895 Reduced 17.16%	4,321 $399 Million
Q1 2022 Oct 17, 2024	BUY	$102.32 - $116.69 $131,071 - $149,479	1,281 Added 32.55%	5,216 $563 Million

Others Institutions Holding IJR

# of Institutions

2,788

Shares Held

536M

Call Options Held

995K

Put Options Held

461K

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