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 $2.38 Million. This represents 1.47% of its overall portfolio holdings.
Number of Shares
21,435
Previous 17,728
20.91%
Holding current value
$2.38 Million
Previous $1.85 Million
26.39%
% of portfolio
1.47%
Previous 1.32%
Shares
14 transactions
Others Institutions Holding IJR
# of Institutions
2,806Shares Held
557MCall Options Held
533KPut Options Held
388K-
Northwestern Mutual Wealth Management CO39.1MShares$4.33 Billion3.37% of portfolio
-
Bank Of America Corp Charlotte, NC33MShares$3.66 Billion0.28% of portfolio
-
Kingstone Capital Partners Texas, LLC Frisco, TX19.3MShares$2.13 Billion0.33% of portfolio
-
Morgan Stanley New York, NY18.7MShares$2.07 Billion0.14% of portfolio
-
Wells Fargo & Company San Francisco, CA17.1MShares$1.9 Billion0.42% of portfolio