Buck Wealth Strategies, LLC Ishares Core S&P Sm Cap ETF Transaction History
Buck Wealth Strategies, LLC
- $631 Million
- Q2 2025
A detailed history of Buck Wealth Strategies, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Buck Wealth Strategies, LLC holds 64,448 shares of IJR stock, worth $7.59 Million. This represents 1.12% of its overall portfolio holdings.
Number of Shares
64,448
Previous 73,044
11.77%
Holding current value
$7.59 Million
Previous $7.64 Million
7.79%
% of portfolio
1.12%
Previous 1.44%
Shares
8 transactions
Others Institutions Holding IJR
# of Institutions
2,844Shares Held
545MCall 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