Endowment Wealth Management, Inc. Ishares Core S&P Sm Cap ETF Transaction History
Endowment Wealth Management, Inc.
- $140 Million
- Q1 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 17,728 shares of IJR stock, worth $1.89 Million. This represents 1.32% of its overall portfolio holdings.
Number of Shares
17,728
Previous 15,367
15.36%
Holding current value
$1.89 Million
Previous $1.77 Million
4.69%
% of portfolio
1.32%
Previous 1.33%
Shares
13 transactions
Others Institutions Holding IJR
# of Institutions
2,812Shares Held
547MCall Options Held
533KPut Options Held
388K-
Northwestern Mutual Wealth Management CO39.1MShares$4.16 Billion3.37% of portfolio
-
Bank Of America Corp Charlotte, NC33MShares$3.52 Billion0.28% of portfolio
-
Morgan Stanley New York, NY18.7MShares$1.99 Billion0.14% of portfolio
-
Envestnet Asset Management Inc17.8MShares$1.9 Billion0.62% of portfolio
-
Wells Fargo & Company San Francisco, CA17.1MShares$1.83 Billion0.42% of portfolio