Aegis Wealth Management LLC Ishares Core S&P Sm Cap ETF Transaction History
Aegis Wealth Management LLC
- $170 Billion
- Q1 2025
A detailed history of Aegis Wealth Management LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Aegis Wealth Management LLC holds 4,770 shares of IJR stock, worth $499,132. This represents 0.29% of its overall portfolio holdings.
Number of Shares
4,770Holding current value
$499,132% of portfolio
0.29%Shares
1 transactions
Others Institutions Holding IJR
# of Institutions
2,812Shares Held
547MCall Options Held
533KPut Options Held
388K-
Northwestern Mutual Wealth Management CO39.1MShares$4.09 Billion3.37% of portfolio
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Bank Of America Corp Charlotte, NC33MShares$3.45 Billion0.28% of portfolio
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Morgan Stanley New York, NY18.7MShares$1.96 Billion0.14% of portfolio
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Envestnet Asset Management Inc17.8MShares$1.86 Billion0.62% of portfolio
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Wells Fargo & Company San Francisco, CA17.1MShares$1.79 Billion0.42% of portfolio