Endowment Wealth Management, Inc. Ishares Core S&P Sm Cap ETF Transaction History
Endowment Wealth Management, Inc.
- $159 Million
- Q2 2025
A detailed history of Endowment Wealth Management, Inc. transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Endowment Wealth Management, Inc. holds 21,435 shares of IJR stock, worth $2.57 Million. This represents 1.47% of its overall portfolio holdings.
Number of Shares
21,435
Previous 17,728
20.91%
Holding current value
$2.57 Million
Previous $1.85 Million
26.39%
% of portfolio
1.47%
Previous 1.32%
Shares
14 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