Retirement Planning Group Ishares Core S&P Sm Cap ETF Transaction History
Retirement Planning Group
- $1.51 Billion
- Q1 2025
A detailed history of Retirement Planning Group transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Retirement Planning Group holds 29,973 shares of IJR stock, worth $2.9 Million. This represents 0.21% of its overall portfolio holdings.
Number of Shares
29,973
Previous 36,619
18.15%
Holding current value
$2.9 Million
Previous $4.22 Million
26.12%
% of portfolio
0.21%
Previous 0.25%
Shares
31 transactions
Others Institutions Holding IJR
# of Institutions
2,830Shares Held
538MCall Options Held
877KPut Options Held
272K-
Northwestern Mutual Wealth Management CO38.1MShares$3.69 Billion3.73% of portfolio
-
Bank Of America Corp Charlotte, NC32.1MShares$3.1 Billion0.32% of portfolio
-
Morgan Stanley New York, NY19.2MShares$1.85 Billion0.16% of portfolio
-
Envestnet Asset Management Inc18.2MShares$1.76 Billion0.69% of portfolio
-
Wells Fargo & Company San Francisco, CA17.2MShares$1.66 Billion0.46% of portfolio