Adams Wealth Management Ishares Core S&P Sm Cap ETF Transaction History
Adams Wealth Management
- $433 Million
- Q3 2024
A detailed history of Adams Wealth Management transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Adams Wealth Management holds 3,417 shares of IJR stock, worth $426,749. This represents 0.09% of its overall portfolio holdings.
Number of Shares
3,417
Previous 3,105
10.05%
Holding current value
$426,749
Previous $331,000
20.54%
% of portfolio
0.09%
Previous 0.08%
Shares
6 transactions
Others Institutions Holding IJR
# of Institutions
2,566Shares Held
500MCall Options Held
1.04MPut Options Held
671K-
Northwestern Mutual Wealth Management CO36.3MShares$4.54 Billion3.79% of portfolio
-
Bank Of America Corp Charlotte, NC31MShares$3.87 Billion0.31% of portfolio
-
Morgan Stanley New York, NY18.7MShares$2.33 Billion0.16% of portfolio
-
Envestnet Asset Management Inc17.8MShares$2.22 Billion0.69% of portfolio
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Wells Fargo & Company San Francisco, CA16.1MShares$2.02 Billion0.44% of portfolio