Caliber Wealth Management, LLC / Ks Ishares Core S&P Sm Cap ETF Transaction History
Caliber Wealth Management, LLC / Ks
- $930 Billion
- Q2 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 159,520 shares of IJR stock, worth $17.7 Million. This represents 1.87% of its overall portfolio holdings.
Number of Shares
159,520
Previous 47,518
235.7%
Holding current value
$17.7 Million
Previous $4.97 Billion
250.86%
% of portfolio
1.87%
Previous 0.68%
Shares
2 transactions
Others Institutions Holding IJR
# of Institutions
2,809Shares Held
555MCall Options Held
533KPut Options Held
382K-
Northwestern Mutual Wealth Management CO39.1MShares$4.33 Billion3.37% of portfolio
-
Bank Of America Corp Charlotte, NC33MShares$3.66 Billion0.28% of portfolio
-
Kingstone Capital Partners Texas, LLC Frisco, TX19.3MShares$2.14 Billion0.33% of portfolio
-
Morgan Stanley New York, NY18.7MShares$2.07 Billion0.14% of portfolio
-
Wells Fargo & Company San Francisco, CA17.1MShares$1.9 Billion0.42% of portfolio