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

Phillips Wealth Planners LLC

  • $100 Billion
  • Q4 2024

A detailed history of Phillips Wealth Planners LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Phillips Wealth Planners LLC holds 2,023 shares of IJR stock, worth $228,518. This represents 0.23% of its overall portfolio holdings.

Number of Shares
2,023
Previous 2,027 0.2%
Holding current value
$228,518
Previous $241 Million 4.94%
% of portfolio
0.23%
Previous 0.23%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 17, 2025
SELL
$113.92 - $127.38 $455 - $509
-4 Reduced 0.2%
2,023 $229 Million
Q3 2024

Oct 28, 2024
BUY
$105.53 - $118.34 $1,688 - $1,893
16 Added 0.8%
2,027 $241 Million
Q2 2024

Aug 02, 2024
BUY
$102.13 - $110.88 $5,821 - $6,320
57 Added 2.92%
2,011 $215 Million
Q1 2024

Apr 29, 2024
BUY
$102.35 - $110.52 $199,991 - $215,956
1,954 New
1,954 $201 Million

Others Institutions Holding IJR

# of Institutions
2,811
Shares Held
537M
Call Options Held
877K
Put Options Held
272K
View Full List

About ISHARES CORE S&P SM CAP ETF

IJR Quotes by TradingView
  • Ticker IJR
  • Sector ETFs
  • Industry ETFs
More about IJR
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