Activest Wealth Management Ishares Core S&P Sm Cap ETF Transaction History
Activest Wealth Management
- $402 Million
- Q2 2025
A detailed history of Activest Wealth Management transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Activest Wealth Management holds 4,026 shares of IJR stock, worth $474,222. This represents 0.11% of its overall portfolio holdings.
Number of Shares
4,026
Previous 3,103
29.75%
Holding current value
$474,222
Previous $324,000
35.8%
% of portfolio
0.11%
Previous 0.09%
Shares
17 transactions
Others Institutions Holding IJR
# of Institutions
2,839Shares 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