Vestia Personal Wealth Advisors Ishares S&P Smallcap 600 Value Transaction History
Vestia Personal Wealth Advisors
- $126 Billion
- Q1 2025
A detailed history of Vestia Personal Wealth Advisors transactions in Ishares S&P Smallcap 600 Value stock. As of the latest transaction made, Vestia Personal Wealth Advisors holds 5,892 shares of IJS stock, worth $544,538. This represents 0.45% of its overall portfolio holdings.
Number of Shares
5,892
Previous 5,813
1.36%
Holding current value
$544,538
Previous $631 Million
9.05%
% of portfolio
0.45%
Previous 0.52%
Shares
4 transactions
Others Institutions Holding IJS
# of Institutions
903Shares Held
45.9MCall Options Held
23.2KPut Options Held
7.5K-
Morgan Stanley New York, NY3.54MShares$327 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC3.5MShares$324 Million0.03% of portfolio
-
Castlekeep Investment Advisors LLC Westport, CT2.85MShares$264 Million0.55% of portfolio
-
Regions Financial Corp1.5MShares$139 Million1.21% of portfolio
-
Wells Fargo & Company San Francisco, CA1.39MShares$128 Million0.03% of portfolio