Olistico Wealth, LLC Ishares Core S&P Sm Cap ETF Transaction History
Olistico Wealth, LLC
- $172 Billion
- Q4 2024
A detailed history of Olistico Wealth, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Olistico Wealth, LLC holds 23,080 shares of IJR stock, worth $2.72 Million. This represents 1.55% of its overall portfolio holdings.
Number of Shares
23,080
Previous 21,682
6.45%
Holding current value
$2.72 Million
Previous $2.54 Billion
4.86%
% of portfolio
1.55%
Previous 1.55%
Shares
9 transactions
Others Institutions Holding IJR
# of Institutions
2,593Shares Held
500MCall Options Held
1.04MPut Options Held
671K-
Northwestern Mutual Wealth Management CO36.3MShares$4.29 Billion3.79% of portfolio
-
Bank Of America Corp Charlotte, NC31MShares$3.66 Billion0.31% of portfolio
-
Morgan Stanley New York, NY18.7MShares$2.2 Billion0.16% of portfolio
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Envestnet Asset Management Inc17.8MShares$2.1 Billion0.69% of portfolio
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Wells Fargo & Company San Francisco, CA16.1MShares$1.9 Billion0.44% of portfolio