Evergreen Private Wealth LLC Ishares Core S&P Sm Cap ETF Transaction History
Evergreen Private Wealth LLC
- $214 Billion
- Q1 2025
A detailed history of Evergreen Private Wealth LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Evergreen Private Wealth LLC holds 239 shares of IJR stock, worth $25,178. This represents 0.01% of its overall portfolio holdings.
Number of Shares
239
Previous 239
-0.0%
Holding current value
$25,178
Previous $27.5 Million
9.25%
% of portfolio
0.01%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding IJR
# of Institutions
2,814Shares Held
548MCall Options Held
533KPut Options Held
389K-
Northwestern Mutual Wealth Management CO39.1MShares$4.11 Billion3.37% of portfolio
-
Bank Of America Corp Charlotte, NC33MShares$3.48 Billion0.28% of portfolio
-
Morgan Stanley New York, NY18.7MShares$1.97 Billion0.14% of portfolio
-
Envestnet Asset Management Inc17.8MShares$1.88 Billion0.62% of portfolio
-
Wells Fargo & Company San Francisco, CA17.1MShares$1.8 Billion0.42% of portfolio