Blue Sky Wealth Advisors, LLC Ishares Core S&P Sm Cap ETF Transaction History
Blue Sky Wealth Advisors, LLC
- $639 Million
- Q4 2024
A detailed history of Blue Sky Wealth Advisors, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Blue Sky Wealth Advisors, LLC holds 15,893 shares of IJR stock, worth $1.78 Million. This represents 0.29% of its overall portfolio holdings.
Number of Shares
15,893
Previous 17,955
11.48%
Holding current value
$1.78 Million
Previous $2.1 Million
12.81%
% of portfolio
0.29%
Previous 0.33%
Shares
31 transactions
Others Institutions Holding IJR
# of Institutions
2,823Shares Held
537MCall Options Held
877KPut Options Held
272K-
Northwestern Mutual Wealth Management CO38.1MShares$4.26 Billion3.73% of portfolio
-
Bank Of America Corp Charlotte, NC32.1MShares$3.58 Billion0.32% of portfolio
-
Morgan Stanley New York, NY19.2MShares$2.14 Billion0.16% of portfolio
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Envestnet Asset Management Inc18.2MShares$2.03 Billion0.69% of portfolio
-
Wells Fargo & Company San Francisco, CA17.2MShares$1.92 Billion0.46% of portfolio