Avion Wealth Ishares Core S&P Sm Cap ETF Transaction History
Avion Wealth
- $389 Million
- Q4 2024
A detailed history of Avion Wealth transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Avion Wealth holds 10,058 shares of IJR stock, worth $1.19 Million. This represents 0.3% of its overall portfolio holdings.
Number of Shares
10,058
Previous 10,117
0.58%
Holding current value
$1.19 Million
Previous $1.18 Million
2.11%
% of portfolio
0.3%
Previous 0.31%
Shares
9 transactions
Others Institutions Holding IJR
# of Institutions
2,631Shares Held
503MCall Options Held
1.04MPut Options Held
671K-
Northwestern Mutual Wealth Management CO36.3MShares$4.3 Billion3.79% of portfolio
-
Bank Of America Corp Charlotte, NC31MShares$3.67 Billion0.31% of portfolio
-
Morgan Stanley New York, NY18.7MShares$2.21 Billion0.16% of portfolio
-
Envestnet Asset Management Inc17.8MShares$2.1 Billion0.69% of portfolio
-
Wells Fargo & Company San Francisco, CA16.1MShares$1.91 Billion0.44% of portfolio