Circle Wealth Management, LLC Ishares Core S&P Sm Cap ETF Transaction History
Circle Wealth Management, LLC
- $4.59 Billion
- Q2 2025
A detailed history of Circle Wealth Management, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Circle Wealth Management, LLC holds 2,101,139 shares of IJR stock, worth $247 Million. This represents 5.01% of its overall portfolio holdings.
Number of Shares
2,101,139
Previous 2,101,139
-0.0%
Holding current value
$247 Million
Previous $220 Million
4.51%
% of portfolio
5.01%
Previous 4.8%
Shares
16 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