Phillips Wealth Planners LLC Ishares Core S&P Sm Cap ETF Transaction History
Phillips Wealth Planners LLC
- $104 Billion
- Q3 2024
A detailed history of Phillips Wealth Planners LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Phillips Wealth Planners LLC holds 2,027 shares of IJR stock, worth $250,395. This represents 0.23% of its overall portfolio holdings.
Number of Shares
2,027
Previous 2,011
0.8%
Holding current value
$250,395
Previous $215 Million
12.18%
% of portfolio
0.23%
Previous 0.23%
Shares
3 transactions
Others Institutions Holding IJR
# of Institutions
2,531Shares Held
494MCall Options Held
771KPut Options Held
97.4K-
Northwestern Mutual Wealth Management CO34.9MShares$4.31 Billion3.68% of portfolio
-
Bank Of America Corp Charlotte, NC30.4MShares$3.76 Billion0.29% of portfolio
-
Morgan Stanley New York, NY18.2MShares$2.25 Billion0.15% of portfolio
-
Envestnet Asset Management Inc17.8MShares$2.19 Billion0.69% of portfolio
-
Wells Fargo & Company San Francisco, CA15.9MShares$1.97 Billion0.42% of portfolio