Aspireon Wealth Advisors Ishares Core S&P Sm Cap ETF Transaction History
Aspireon Wealth Advisors
- $183 Million
- Q1 2023
A detailed history of Aspireon Wealth Advisors transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Aspireon Wealth Advisors holds 26,078 shares of IJR stock, worth $3.03 Million. This represents 1.37% of its overall portfolio holdings.
Number of Shares
26,078
Previous 30,295
13.92%
Holding current value
$3.03 Million
Previous $2.89 Million
12.7%
% of portfolio
1.37%
Previous 1.48%
Shares
10 transactions
Others Institutions Holding IJR
# of Institutions
2,440Shares Held
479MCall Options Held
625KPut Options Held
577K-
Northwestern Mutual Wealth Management CO33.8MShares$3.92 Billion3.84% of portfolio
-
Bank Of America Corp Charlotte, NC30.7MShares$3.57 Billion0.32% of portfolio
-
Morgan Stanley New York, NY19.2MShares$2.23 Billion0.17% of portfolio
-
Wells Fargo & Company San Francisco, CA16.6MShares$1.93 Billion0.45% of portfolio
-
Lpl Financial LLC Fort Mill, SC13MShares$1.51 Billion0.79% of portfolio