Blodgett Wealth Advisors, LLC Ishares Core S&P Sm Cap ETF Transaction History
Blodgett Wealth Advisors, LLC
- $127 Million
- Q4 2024
A detailed history of Blodgett Wealth Advisors, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Blodgett Wealth Advisors, LLC holds 2,720 shares of IJR stock, worth $322,156. This represents 0.25% of its overall portfolio holdings.
Number of Shares
2,720
Previous 2,445
11.25%
Holding current value
$322,156
Previous $285,000
9.82%
% of portfolio
0.25%
Previous 0.24%
Shares
6 transactions
Others Institutions Holding IJR
# of Institutions
2,644Shares Held
505MCall Options Held
1.03MPut 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