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 $424,562. This represents 0.09% of its overall portfolio holdings.
Number of Shares
3,417
Previous 3,105
10.05%
Holding current value
$424,562
Previous $331,000
20.54%
% of portfolio
0.09%
Previous 0.08%
Shares
6 transactions
Others Institutions Holding IJR
# of Institutions
2,538Shares Held
496MCall Options Held
771KPut Options Held
97.4K-
Northwestern Mutual Wealth Management CO36.3MShares$4.52 Billion3.79% of portfolio
-
Bank Of America Corp Charlotte, NC30.4MShares$3.78 Billion0.29% of portfolio
-
Morgan Stanley New York, NY18.2MShares$2.26 Billion0.15% of portfolio
-
Envestnet Asset Management Inc17.8MShares$2.21 Billion0.69% of portfolio
-
Wells Fargo & Company San Francisco, CA15.9MShares$1.98 Billion0.42% of portfolio