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

Phillips Wealth Planners LLC

  • $120 Billion
  • Q3 2025

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 2,195 shares of IJR stock, worth $256,485. This represents 0.22% of its overall portfolio holdings.

Number of Shares
2,195
Previous 2,190 0.23%
Holding current value
$256,485
Previous $245 Million 7.16%
% of portfolio
0.22%
Previous 0.22%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 07, 2025
BUY
$108.46 - $120.63 $542 - $603
5 Added 0.23%
2,195 $263 Million
Q2 2025

Jul 11, 2025
BUY
$90.56 - $109.49 $198,326 - $239,783
2,190 New
2,190 $245 Million
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
2,884
Shares Held
537M
Call Options Held
490K
Put Options Held
348K
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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