Ascent Wealth Partners, LLC Ishares Core S&P Sm Cap ETF Transaction History
Ascent Wealth Partners, LLC
- $736 Million
- Q4 2024
A detailed history of Ascent Wealth Partners, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Ascent Wealth Partners, LLC holds 2,226 shares of IJR stock, worth $248,688. This represents 0.03% of its overall portfolio holdings.
Number of Shares
2,226
Previous 2,351
5.32%
Holding current value
$248,688
Previous $274,000
6.57%
% of portfolio
0.03%
Previous 0.04%
Shares
30 transactions
Others Institutions Holding IJR
# of Institutions
2,823Shares Held
537MCall Options Held
877KPut Options Held
272K-
Northwestern Mutual Wealth Management CO38.1MShares$4.26 Billion3.73% of portfolio
-
Bank Of America Corp Charlotte, NC32.1MShares$3.58 Billion0.32% of portfolio
-
Morgan Stanley New York, NY19.2MShares$2.14 Billion0.16% of portfolio
-
Envestnet Asset Management Inc18.2MShares$2.03 Billion0.69% of portfolio
-
Wells Fargo & Company San Francisco, CA17.2MShares$1.92 Billion0.46% of portfolio