Provenance Wealth Advisors, LLC Ishares Core S&P Sm Cap ETF Transaction History
Provenance Wealth Advisors, LLC
- $695 Billion
- Q1 2025
A detailed history of Provenance Wealth Advisors, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Provenance Wealth Advisors, LLC holds 28,113 shares of IJR stock, worth $3.31 Million. This represents 0.42% of its overall portfolio holdings.
Number of Shares
28,113
Previous 32,587
13.73%
Holding current value
$3.31 Million
Previous $3.75 Billion
21.7%
% of portfolio
0.42%
Previous 0.49%
Shares
6 transactions
Others Institutions Holding IJR
# of Institutions
2,844Shares Held
545MCall 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