Bridgewealth Advisory Group, LLC Ishares Core S&P Sm Cap ETF Transaction History

Bridgewealth Advisory Group, LLC

$275 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 09, 2023	BUY	$92.9 - $105.16 $332,396 - $376,262	3,578 New	3,578 $337 Million

Others Institutions Holding IJR

# of Institutions

2,686

Shares Held

522M

Call Options Held

998K

Put Options Held

671K

Northwestern Mutual Wealth Management CO

36.3M
Shares

$4.26 Billion
3.79% of portfolio
Bank Of America Corp Charlotte, NC

31M
Shares

$3.63 Billion
0.31% of portfolio
Morgan Stanley New York, NY

18.7M
Shares

$2.19 Billion
0.16% of portfolio
Envestnet Asset Management Inc

17.8M
Shares

$2.08 Billion
0.69% of portfolio
Wells Fargo & Company San Francisco, CA

16.1M
Shares

$1.89 Billion
0.44% of portfolio

About ISHARES CORE S&P SM CAP ETF

Ticker IJR
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