Encompass Wealth Advisors, LLC Ishares Core S&P Sm Cap ETF Transaction History
Encompass Wealth Advisors, LLC
- $278 Million
- Q3 2024
A detailed history of Encompass Wealth Advisors, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Encompass Wealth Advisors, LLC holds 126,981 shares of IJR stock, worth $15.9 Million. This represents 5.34% of its overall portfolio holdings.
Number of Shares
126,981
Previous 125,134
1.48%
Holding current value
$15.9 Million
Previous $13.3 Million
11.28%
% of portfolio
5.34%
Previous 5.04%
Shares
17 transactions
Others Institutions Holding IJR
# of Institutions
2,566Shares Held
500MCall Options Held
1.04MPut Options Held
671K-
Northwestern Mutual Wealth Management CO36.3MShares$4.54 Billion3.79% of portfolio
-
Bank Of America Corp Charlotte, NC31MShares$3.87 Billion0.31% of portfolio
-
Morgan Stanley New York, NY18.7MShares$2.33 Billion0.16% of portfolio
-
Envestnet Asset Management Inc17.8MShares$2.22 Billion0.69% of portfolio
-
Wells Fargo & Company San Francisco, CA16.1MShares$2.02 Billion0.44% of portfolio