Wt Wealth Management Ishares Core S&P Sm Cap ETF Transaction History

Wt Wealth Management

$240 Million
Q4 2023

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Jul 19, 2021	SELL	$106.38 - $116.3 $202,228 - $221,086	-1,901 Closed	0 $0
Q1 2021 Apr 29, 2021	BUY	$91.04 - $115.01 $173,067 - $218,634	1,901 New	1,901 $206,000

Others Institutions Holding IJR

# of Institutions

2,452

Shares Held

481M

Call Options Held

625K

Put Options Held

581K

Northwestern Mutual Wealth Management CO

33.8M
Shares

$3.59 Billion
3.84% of portfolio
Bank Of America Corp Charlotte, NC

30.7M
Shares

$3.27 Billion
0.32% of portfolio
Morgan Stanley New York, NY

19.2M
Shares

$2.04 Billion
0.17% of portfolio
Wells Fargo & Company San Francisco, CA

16.6M
Shares

$1.77 Billion
0.45% of portfolio
Lpl Financial LLC Fort Mill, SC

13M
Shares

$1.38 Billion
0.79% of portfolio

About ISHARES CORE S&P SM CAP ETF

Ticker IJR
Sector ETFs
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