Erts Wealth Advisors, LLC Ishares Core S&P Sm Cap ETF Transaction History
Erts Wealth Advisors, LLC
- $529 Million
- Q4 2024
A detailed history of Erts Wealth Advisors, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Erts Wealth Advisors, LLC holds 5,875 shares of IJR stock, worth $698,008. This represents 0.13% of its overall portfolio holdings.
Number of Shares
5,875
Previous 7,697
23.67%
Holding current value
$698,008
Previous $900,000
24.89%
% of portfolio
0.13%
Previous 0.17%
Shares
26 transactions
Others Institutions Holding IJR
# of Institutions
2,672Shares Held
520MCall Options Held
998KPut Options Held
671K-
Northwestern Mutual Wealth Management CO36.3MShares$4.32 Billion3.79% of portfolio
-
Bank Of America Corp Charlotte, NC31MShares$3.68 Billion0.31% of portfolio
-
Morgan Stanley New York, NY18.7MShares$2.22 Billion0.16% of portfolio
-
Envestnet Asset Management Inc17.8MShares$2.11 Billion0.69% of portfolio
-
Wells Fargo & Company San Francisco, CA16.1MShares$1.92 Billion0.44% of portfolio