Centricity Wealth Management, LLC Ishares Core S&P Sm Cap ETF Transaction History
Centricity Wealth Management, LLC
- $110 Billion
- Q1 2025
A detailed history of Centricity Wealth Management, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Centricity Wealth Management, LLC holds 7,433 shares of IJR stock, worth $749,543. This represents 0.71% of its overall portfolio holdings.
Number of Shares
7,433
Previous 7,183
3.48%
Holding current value
$749,543
Previous $828 Million
6.08%
% of portfolio
0.71%
Previous 0.77%
Shares
2 transactions
Others Institutions Holding IJR
# of Institutions
2,819Shares Held
535MCall Options Held
877KPut Options Held
272K-
Northwestern Mutual Wealth Management CO38.1MShares$3.84 Billion3.73% of portfolio
-
Bank Of America Corp Charlotte, NC32.1MShares$3.23 Billion0.32% of portfolio
-
Morgan Stanley New York, NY19.2MShares$1.93 Billion0.16% of portfolio
-
Envestnet Asset Management Inc17.8MShares$1.8 Billion0.62% of portfolio
-
Wells Fargo & Company San Francisco, CA17.2MShares$1.73 Billion0.46% of portfolio