Axis Wealth Partners, LLC Ishares Core S&P Sm Cap ETF Transaction History
Axis Wealth Partners, LLC
- $135 Billion
- Q1 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 9,584 shares of IJR stock, worth $959,645. This represents 0.74% of its overall portfolio holdings.
Number of Shares
9,584Holding current value
$959,645% of portfolio
0.74%Shares
1 transactions
Others Institutions Holding IJR
# of Institutions
2,815Shares Held
535MCall Options Held
877KPut Options Held
272K-
Northwestern Mutual Wealth Management CO38.1MShares$3.82 Billion3.73% of portfolio
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Bank Of America Corp Charlotte, NC32.1MShares$3.21 Billion0.32% of portfolio
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Morgan Stanley New York, NY19.2MShares$1.92 Billion0.16% of portfolio
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Envestnet Asset Management Inc17.8MShares$1.78 Billion0.62% of portfolio
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Wells Fargo & Company San Francisco, CA17.2MShares$1.72 Billion0.46% of portfolio