A detailed history of Wr Wealth Planners, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 3,935 shares of IJR stock, worth $455,161. This represents 0.13% of its overall portfolio holdings.

Number of Shares
3,935
Previous 4,043 2.67%
Holding current value
$455,161
Previous $431,000 6.73%
% of portfolio
0.13%
Previous 0.14%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 17, 2024

SELL
$105.53 - $118.34 $11,397 - $12,780
-108 Reduced 2.67%
3,935 $460,000
Q2 2024

Jul 31, 2024

SELL
$102.13 - $110.88 $24,204 - $26,278
-237 Reduced 5.54%
4,043 $431,000
Q1 2024

Jul 31, 2024

SELL
$102.35 - $110.52 $48,923 - $52,828
-478 Reduced 10.05%
4,280 $473,000
Q4 2023

Jul 30, 2024

BUY
$87.61 - $110.11 $416,848 - $523,903
4,758 New
4,758 $515,000
Q3 2023

Aug 01, 2024

SELL
$92.9 - $105.16 $650 - $736
-7 Reduced 0.12%
6,057 $571 Million
Q2 2023

Aug 01, 2024

BUY
$91.14 - $99.81 $184,193 - $201,716
2,021 Added 49.99%
6,064 $604 Million
Q1 2023

Aug 01, 2024

SELL
$92.27 - $107.68 $35,154 - $41,026
-381 Reduced 9.42%
3,662 $354 Million
Q4 2022

Oct 10, 2024

SELL
$89.09 - $102.13 $7,038 - $8,068
-79 Reduced 1.82%
4,251 $402 Million
Q3 2022

Oct 10, 2024

BUY
$87.04 - $106.5 $24,980 - $30,565
287 Added 7.1%
4,330 $378 Million
Q2 2022

Oct 17, 2024

SELL
$89.03 - $109.02 $79,681 - $97,572
-895 Reduced 17.16%
4,321 $399 Million
Q1 2022

Oct 17, 2024

BUY
$102.32 - $116.69 $131,071 - $149,479
1,281 Added 32.55%
5,216 $563 Million

Others Institutions Holding IJR

About ISHARES CORE S&P SM CAP ETF


  • Ticker IJR
  • Sector ETFs
  • Industry ETFs
More about IJR
Track This Portfolio

Track Wr Wealth Planners, LLC Portfolio

Follow Wr Wealth Planners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wr Wealth Planners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wr Wealth Planners, LLC with notifications on news.