Level Wealth Management LLC's ownership history for IJR

Level Wealth Management LLC currently holds 2.9K shares with a market value of $353.5K. It started holding IJR on 2024-12-31. At its peak, it held 3.7K shares on 2025-06-30. Its highest holding value was $401.3K on 2025-06-30. At its lowest, it held 2.0K shares on 2024-12-31, with a value of $207.4K on 2025-03-31. In the recent 180 days, Level Wealth Management LLC has decreased its shares by 730. In the recent year, Level Wealth Management LLC has increased its shares by 963.