Tandem Wealth Advisors LLC Ishares Core S&P Sm Cap ETF Transaction History
Tandem Wealth Advisors LLC
- $186 Million
- Q2 2024
A detailed history of Tandem Wealth Advisors LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Tandem Wealth Advisors LLC holds 74,038 shares of IJR stock, worth $8.18 Million. This represents 4.25% of its overall portfolio holdings.
Number of Shares
74,038
Previous 72,351
2.33%
Holding current value
$8.18 Million
Previous $8 Million
1.25%
% of portfolio
4.25%
Previous 4.39%
Shares
7 transactions
Others Institutions Holding IJR
# of Institutions
2,475Shares Held
489MCall Options Held
727KPut Options Held
97.4K-
Northwestern Mutual Wealth Management CO34.9MShares$3.86 Billion3.68% of portfolio
-
Bank Of America Corp Charlotte, NC30.4MShares$3.36 Billion0.29% of portfolio
-
Morgan Stanley New York, NY18.2MShares$2.01 Billion0.15% of portfolio
-
Envestnet Asset Management Inc17.1MShares$1.89 Billion0.65% of portfolio
-
Wells Fargo & Company San Francisco, CA15.9MShares$1.76 Billion0.42% of portfolio