Tred Avon Family Wealth, LLC Ishares Core S&P Sm Cap ETF Transaction History
Tred Avon Family Wealth, LLC
- $291 Billion
- Q3 2025
A detailed history of Tred Avon Family Wealth, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Tred Avon Family Wealth, LLC holds 4,404 shares of IJR stock, worth $518,747. This represents 0.18% of its overall portfolio holdings.
Number of Shares
4,404Holding current value
$518,747% of portfolio
0.18%Shares
	  1 transactions
	
  Others Institutions Holding IJR
# of Institutions
2,859Shares 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