Bright Futures Wealth Management, Llc. Ishares Core S&P Sm Cap ETF Transaction History
Bright Futures Wealth Management, Llc.
- $87.3 Million
- Q1 2025
A detailed history of Bright Futures Wealth Management, Llc. transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Bright Futures Wealth Management, Llc. holds 8,768 shares of IJR stock, worth $972,897. This represents 1.05% of its overall portfolio holdings.
Number of Shares
8,768
Previous 8,831
0.71%
Holding current value
$972,897
Previous $1.02 Million
9.93%
% of portfolio
1.05%
Previous 1.01%
Shares
4 transactions
Others Institutions Holding IJR
# of Institutions
2,823Shares Held
548MCall Options Held
533KPut Options Held
389K-
Northwestern Mutual Wealth Management CO39.1MShares$4.33 Billion3.37% of portfolio
-
Bank Of America Corp Charlotte, NC33MShares$3.66 Billion0.28% of portfolio
-
Morgan Stanley New York, NY18.7MShares$2.08 Billion0.14% of portfolio
-
Envestnet Asset Management Inc17.8MShares$1.98 Billion0.62% of portfolio
-
Wells Fargo & Company San Francisco, CA17.1MShares$1.9 Billion0.42% of portfolio