Pds Planning, Inc Ishares Core S&P Sm Cap ETF Transaction History

Pds Planning, Inc

$1.1 Billion
Q3 2024

A detailed history of Pds Planning, Inc transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Pds Planning, Inc holds 1,971 shares of IJR stock, worth $224,536. This represents 0.02% of its overall portfolio holdings.

Number of Shares

1,971

Holding current value

$224,536

% of portfolio

0.02%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 29, 2024	BUY	$105.53 - $118.34 $207,999 - $233,248	1,971 New	1,971 $230,000

Others Institutions Holding IJR

# of Institutions

2,522

Shares Held

493M

Call Options Held

736K

Put Options Held

97.4K

Northwestern Mutual Wealth Management CO

34.9M
Shares

$3.98 Billion
3.68% of portfolio
Bank Of America Corp Charlotte, NC

30.4M
Shares

$3.47 Billion
0.29% of portfolio
Morgan Stanley New York, NY

18.2M
Shares

$2.08 Billion
0.15% of portfolio
Envestnet Asset Management Inc

17.1M
Shares

$1.95 Billion
0.65% of portfolio
Wells Fargo & Company San Francisco, CA

15.9M
Shares

$1.81 Billion
0.42% of portfolio

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About ISHARES CORE S&P SM CAP ETF

Ticker IJR
Sector ETFs
Industry ETFs

More about IJR

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