Wr Wealth Planners, LLC Ishares Core S&P Sm Cap ETF Transaction History
Wr Wealth Planners, LLC
- $301 Million
- Q4 2024
A detailed history of Wr Wealth Planners, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 3,374 shares of IJR stock, worth $374,379. This represents 0.13% of its overall portfolio holdings.
Number of Shares
3,374
Previous 3,935
14.26%
Holding current value
$374,379
Previous $460,000
15.65%
% of portfolio
0.13%
Previous 0.13%
Shares
12 transactions
Others Institutions Holding IJR
# of Institutions
2,822Shares Held
548MCall Options Held
533KPut Options Held
389K-
Northwestern Mutual Wealth Management CO39.1MShares$4.33 Billion3.37% of portfolio
-
Bank Of America Corp Charlotte, NC33MShares$3.66 Billion0.28% of portfolio
-
Morgan Stanley New York, NY18.7MShares$2.08 Billion0.14% of portfolio
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Envestnet Asset Management Inc17.8MShares$1.98 Billion0.62% of portfolio
-
Wells Fargo & Company San Francisco, CA17.1MShares$1.9 Billion0.42% of portfolio