Axis Wealth Partners, LLC Ishares Core S&P Sm Cap ETF Transaction History
Axis Wealth Partners, LLC
- $171 Billion
- Q3 2025
A detailed history of Axis Wealth Partners, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Axis Wealth Partners, LLC holds 8,439 shares of IJR stock, worth $994,029. This represents 0.59% of its overall portfolio holdings.
Number of Shares
8,439
Previous 10,481
19.48%
Holding current value
$994,029
Previous $1.15 Billion
12.46%
% of portfolio
0.59%
Previous 0.75%
Shares
3 transactions
Others Institutions Holding IJR
# of Institutions
2,861Shares Held
542MCall Options Held
554KPut Options Held
325K-
Northwestern Mutual Wealth Management CO41.3MShares$4.87 Billion3.33% of portfolio
-
Bank Of America Corp Charlotte, NC32MShares$3.77 Billion0.26% of portfolio
-
Morgan Stanley New York, NY18.1MShares$2.14 Billion0.13% of portfolio
-
Envestnet Asset Management Inc16.8MShares$1.98 Billion0.56% of portfolio
-
Wells Fargo & Company San Francisco, CA16.4MShares$1.94 Billion0.38% of portfolio