Fortune Financial Advisors, LLC Ishares Core S&P Sm Cap ETF Transaction History
Fortune Financial Advisors, LLC
- $110 Billion
- Q3 2024
A detailed history of Fortune Financial Advisors, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Fortune Financial Advisors, LLC holds 8,174 shares of IJR stock, worth $986,111. This represents 0.87% of its overall portfolio holdings.
Number of Shares
8,174
Previous 8,675
5.78%
Holding current value
$986,111
Previous $925 Million
3.33%
% of portfolio
0.87%
Previous 0.57%
Shares
6 transactions
Others Institutions Holding IJR
# of Institutions
2,565Shares Held
500MCall Options Held
1.04MPut Options Held
671K-
Northwestern Mutual Wealth Management CO36.3MShares$4.38 Billion3.79% of portfolio
-
Bank Of America Corp Charlotte, NC31MShares$3.74 Billion0.31% of portfolio
-
Morgan Stanley New York, NY18.7MShares$2.25 Billion0.16% of portfolio
-
Envestnet Asset Management Inc17.8MShares$2.14 Billion0.69% of portfolio
-
Wells Fargo & Company San Francisco, CA16.1MShares$1.95 Billion0.44% of portfolio