Phillips Wealth Planners LLC Ishares Core S&P Sm Cap ETF Transaction History
Phillips Wealth Planners LLC
- $94.9 Billion
- Q2 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 2,011 shares of IJR stock, worth $229,957. This represents 0.23% of its overall portfolio holdings.
Number of Shares
2,011
Previous 1,954
2.92%
Holding current value
$229,957
Previous $201 Million
6.6%
% of portfolio
0.23%
Previous 0.23%
Shares
2 transactions
Others Institutions Holding IJR
# of Institutions
2,476Shares Held
489MCall Options Held
727KPut Options Held
97.4K-
Northwestern Mutual Wealth Management CO34.9MShares$3.99 Billion3.68% of portfolio
-
Bank Of America Corp Charlotte, NC30.4MShares$3.48 Billion0.29% of portfolio
-
Morgan Stanley New York, NY18.2MShares$2.08 Billion0.15% of portfolio
-
Envestnet Asset Management Inc17.1MShares$1.96 Billion0.65% of portfolio
-
Wells Fargo & Company San Francisco, CA15.9MShares$1.82 Billion0.42% of portfolio