Center For Financial Planning, Inc. Ishares Core S&P Sm Cap ETF Transaction History
Center For Financial Planning, Inc.
- $932 Million
- Q3 2025
A detailed history of Center For Financial Planning, Inc. transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Center For Financial Planning, Inc. holds 13,431 shares of IJR stock, worth $1.57 Million. This represents 0.17% of its overall portfolio holdings.
Number of Shares
13,431
Previous 13,816
2.79%
Holding current value
$1.57 Million
Previous $1.51 Million
5.77%
% of portfolio
0.17%
Previous 0.17%
Shares
24 transactions
Others Institutions Holding IJR
# of Institutions
2,881Shares Held
537MCall Options Held
490KPut Options Held
336K-
Northwestern Mutual Wealth Management CO42.3MShares$4.95 Billion3.41% of portfolio
-
Bank Of America Corp Charlotte, NC31.7MShares$3.7 Billion0.26% of portfolio
-
Morgan Stanley New York, NY18MShares$2.1 Billion0.13% of portfolio
-
Lpl Financial LLC Fort Mill, SC16.5MShares$1.93 Billion0.61% of portfolio
-
Wells Fargo & Company San Francisco, CA15.4MShares$1.8 Billion0.36% of portfolio