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 $2.61 Million. This represents 1.55% of its overall portfolio holdings.
Number of Shares
23,080
Previous 21,682
6.45%
Holding current value
$2.61 Million
Previous $2.54 Billion
4.86%
% of portfolio
1.55%
Previous 1.55%
Shares
9 transactions
Others Institutions Holding IJR
# of Institutions
2,811Shares Held
537MCall Options Held
877KPut Options Held
272K-
Northwestern Mutual Wealth Management CO38.1MShares$4.31 Billion3.73% of portfolio
-
Bank Of America Corp Charlotte, NC32.1MShares$3.62 Billion0.32% of portfolio
-
Morgan Stanley New York, NY19.2MShares$2.16 Billion0.16% of portfolio
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Envestnet Asset Management Inc18.2MShares$2.05 Billion0.69% of portfolio
-
Wells Fargo & Company San Francisco, CA17.2MShares$1.94 Billion0.46% of portfolio