4 Wealth Advisors, Inc. Ishares Core S&P Sm Cap ETF Transaction History
4 Wealth Advisors, Inc.
- $112 Billion
- Q3 2025
A detailed history of 4 Wealth Advisors, Inc. transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, 4 Wealth Advisors, Inc. holds 2,797 shares of IJR stock, worth $329,458. This represents 0.3% of its overall portfolio holdings.
Number of Shares
2,797
Previous 2,162
29.37%
Holding current value
$329,458
Previous $236 Million
40.67%
% of portfolio
0.3%
Previous 0.24%
Shares
2 transactions
Others Institutions Holding IJR
# of Institutions
2,861Shares Held
542MCall Options Held
554KPut Options Held
325K-
Northwestern Mutual Wealth Management CO41.3MShares$4.87 Billion3.33% of portfolio
-
Bank Of America Corp Charlotte, NC32MShares$3.77 Billion0.26% of portfolio
-
Morgan Stanley New York, NY18.1MShares$2.14 Billion0.13% of portfolio
-
Envestnet Asset Management Inc16.8MShares$1.98 Billion0.56% of portfolio
-
Wells Fargo & Company San Francisco, CA16.4MShares$1.94 Billion0.38% of portfolio