Axis Wealth Partners, LLC Ishares Core S&P Sm Cap ETF Transaction History
Axis Wealth Partners, LLC
- $171 Billion
- Q3 2025
A detailed history of Axis Wealth Partners, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Axis Wealth Partners, LLC holds 8,439 shares of IJR stock, worth $986,097. This represents 0.59% of its overall portfolio holdings.
Number of Shares
8,439
Previous 10,481
19.48%
Holding current value
$986,097
Previous $1.15 Billion
12.46%
% of portfolio
0.59%
Previous 0.75%
Shares
3 transactions
Others Institutions Holding IJR
# of Institutions
2,904Shares Held
537MCall Options Held
490KPut Options Held
348K-
Northwestern Mutual Wealth Management CO42.3MShares$4.95 Billion3.41% of portfolio
-
Bank Of America Corp Charlotte, NC31.7MShares$3.7 Billion0.26% of portfolio
-
Morgan Stanley New York, NY18MShares$2.1 Billion0.13% of portfolio
-
Lpl Financial LLC Fort Mill, SC16.5MShares$1.93 Billion0.61% of portfolio
-
Wells Fargo & Company San Francisco, CA15.4MShares$1.8 Billion0.36% of portfolio