Falcon Wealth Planning Ishares Core S&P Sm Cap ETF Transaction History
Falcon Wealth Planning
- $810 Million
- Q4 2024
A detailed history of Falcon Wealth Planning transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Falcon Wealth Planning holds 1,766 shares of IJR stock, worth $197,297. This represents 0.03% of its overall portfolio holdings.
Number of Shares
1,766Holding current value
$197,297% of portfolio
0.03%Shares
1 transactions
Others Institutions Holding IJR
# of Institutions
2,823Shares Held
537MCall Options Held
877KPut Options Held
272K-
Northwestern Mutual Wealth Management CO38.1MShares$4.26 Billion3.73% of portfolio
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Bank Of America Corp Charlotte, NC32.1MShares$3.58 Billion0.32% of portfolio
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Morgan Stanley New York, NY19.2MShares$2.14 Billion0.16% of portfolio
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Envestnet Asset Management Inc18.2MShares$2.03 Billion0.69% of portfolio
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Wells Fargo & Company San Francisco, CA17.2MShares$1.92 Billion0.46% of portfolio