Org Wealth Partners, LLC Ishares Core S&P Sm Cap ETF Transaction History
Org Wealth Partners, LLC
- $301 Billion
- Q3 2024
A detailed history of Org Wealth Partners, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Org Wealth Partners, LLC holds 3,967 shares of IJR stock, worth $477,666. This represents 0.15% of its overall portfolio holdings.
Number of Shares
3,967Holding current value
$477,666% of portfolio
0.15%Shares
1 transactions
Others Institutions Holding IJR
# of Institutions
2,569Shares Held
500MCall Options Held
1.04MPut Options Held
671K-
Northwestern Mutual Wealth Management CO36.3MShares$4.38 Billion3.79% of portfolio
-
Bank Of America Corp Charlotte, NC31MShares$3.73 Billion0.31% of portfolio
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Morgan Stanley New York, NY18.7MShares$2.25 Billion0.16% of portfolio
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Envestnet Asset Management Inc17.8MShares$2.14 Billion0.69% of portfolio
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Wells Fargo & Company San Francisco, CA16.1MShares$1.94 Billion0.44% of portfolio