Capital Advisors Wealth Management, LLC Ishares Core S&P Sm Cap ETF Transaction History
Capital Advisors Wealth Management, LLC
- $538 Million
- Q3 2024
A detailed history of Capital Advisors Wealth Management, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Capital Advisors Wealth Management, LLC holds 12,404 shares of IJR stock, worth $1.53 Million. This represents 0.27% of its overall portfolio holdings.
Number of Shares
12,404
Previous 12,289
0.94%
Holding current value
$1.53 Million
Previous $1.31 Million
10.69%
% of portfolio
0.27%
Previous 0.26%
Shares
15 transactions
Others Institutions Holding IJR
# of Institutions
2,538Shares Held
496MCall Options Held
771KPut Options Held
97.4K-
Northwestern Mutual Wealth Management CO34.9MShares$4.31 Billion3.68% of portfolio
-
Bank Of America Corp Charlotte, NC30.4MShares$3.76 Billion0.29% of portfolio
-
Morgan Stanley New York, NY18.2MShares$2.25 Billion0.15% of portfolio
-
Envestnet Asset Management Inc17.8MShares$2.19 Billion0.69% of portfolio
-
Wells Fargo & Company San Francisco, CA15.9MShares$1.97 Billion0.42% of portfolio