Core Wealth Advisors, Inc. Ishares Core S&P Sm Cap ETF Transaction History
Core Wealth Advisors, Inc.
- $329 Million
- Q2 2025
A detailed history of Core Wealth Advisors, Inc. transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Core Wealth Advisors, Inc. holds 17,995 shares of IJR stock, worth $2.16 Million. This represents 0.6% of its overall portfolio holdings.
Number of Shares
17,995
Previous 18,226
1.27%
Holding current value
$2.16 Million
Previous $1.91 Million
3.2%
% of portfolio
0.6%
Previous 0.64%
Shares
23 transactions
Others Institutions Holding IJR
# of Institutions
2,829Shares Held
564MCall Options Held
554KPut Options Held
325K-
Northwestern Mutual Wealth Management CO41.3MShares$4.96 Billion3.33% of portfolio
-
Bank Of America Corp Charlotte, NC32MShares$3.84 Billion0.26% of portfolio
-
Kingstone Capital Partners Texas, LLC Frisco, TX19.3MShares$2.31 Billion0.33% of portfolio
-
Morgan Stanley New York, NY18.1MShares$2.18 Billion0.13% of portfolio
-
Envestnet Asset Management Inc16.8MShares$2.02 Billion0.56% of portfolio