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 $15.7 Million. This represents 5.34% of its overall portfolio holdings.
Number of Shares
126,981
Previous 125,134
1.48%
Holding current value
$15.7 Million
Previous $13.3 Million
11.28%
% of portfolio
5.34%
Previous 5.04%
Shares
17 transactions
Others Institutions Holding IJR
# of Institutions
2,531Shares Held
494MCall 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