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

Wt Wealth Management

$391 Million
Q3 2024

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

2,569

Shares Held

500M

Call Options Held

1.04M

Put Options Held

671K

Northwestern Mutual Wealth Management CO

36.3M
Shares

$4.24 Billion
3.79% of portfolio
Bank Of America Corp Charlotte, NC

31M
Shares

$3.62 Billion
0.31% of portfolio
Morgan Stanley New York, NY

18.7M
Shares

$2.18 Billion
0.16% of portfolio
Envestnet Asset Management Inc

17.8M
Shares

$2.07 Billion
0.69% of portfolio
Wells Fargo & Company San Francisco, CA

16.1M
Shares

$1.88 Billion
0.44% of portfolio

About ISHARES CORE S&P SM CAP ETF

Ticker IJR
Sector ETFs
Industry ETFs

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