4 J Wealth Management LLC Ishares Core S&P Sm Cap ETF Transaction History
4 J Wealth Management LLC
- $102 Million
- Q1 2025
A detailed history of 4 J Wealth Management LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, 4 J Wealth Management LLC holds 2,285 shares of IJR stock, worth $254,914. This represents 0.23% of its overall portfolio holdings.
Number of Shares
2,285
Previous 2,367
3.46%
Holding current value
$254,914
Previous $272,000
12.5%
% of portfolio
0.23%
Previous 0.26%
Shares
18 transactions
Others Institutions Holding IJR
# of Institutions
2,813Shares Held
559MCall Options Held
533KPut Options Held
389K-
Northwestern Mutual Wealth Management CO39.1MShares$4.36 Billion3.37% of portfolio
-
Bank Of America Corp Charlotte, NC33MShares$3.68 Billion0.28% of portfolio
-
Kingstone Capital Partners Texas, LLC Frisco, TX19.3MShares$2.15 Billion0.33% of portfolio
-
Morgan Stanley New York, NY18.7MShares$2.09 Billion0.14% of portfolio
-
Envestnet Asset Management Inc17.8MShares$1.99 Billion0.62% of portfolio