Caliber Wealth Management, LLC / Ks Ishares Core S&P Sm Cap ETF Transaction History
Caliber Wealth Management, LLC / Ks
- $733 Billion
- Q1 2025
A detailed history of Caliber Wealth Management, LLC / Ks transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Caliber Wealth Management, LLC / Ks holds 47,518 shares of IJR stock, worth $4.76 Million. This represents 0.68% of its overall portfolio holdings.
Number of Shares
47,518Holding current value
$4.76 Million% of portfolio
0.68%Shares
1 transactions
Others Institutions Holding IJR
# of Institutions
2,808Shares Held
534MCall Options Held
877KPut Options Held
273K-
Northwestern Mutual Wealth Management CO38.1MShares$3.82 Billion3.73% of portfolio
-
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