Arbor Trust Wealth Advisors, LLC Ishares Core S&P Sm Cap ETF Transaction History
Arbor Trust Wealth Advisors, LLC
- $202 Million
- Q3 2024
A detailed history of Arbor Trust Wealth Advisors, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Arbor Trust Wealth Advisors, LLC holds 14,120 shares of IJR stock, worth $1.76 Million. This represents 0.82% of its overall portfolio holdings.
Number of Shares
14,120
Previous 14,120
-0.0%
Holding current value
$1.76 Million
Previous $1.51 Million
9.63%
% of portfolio
0.82%
Previous 0.79%
Shares
17 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
-
Wells Fargo & Company San Francisco, CA16.1MShares$2.02 Billion0.44% of portfolio