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 $209,624. This represents 0.03% of its overall portfolio holdings.
Number of Shares
1,766Holding current value
$209,624% of portfolio
0.03%Shares
1 transactions
Others Institutions Holding IJR
# of Institutions
2,627Shares Held
503MCall Options Held
1.04MPut Options Held
671K-
Northwestern Mutual Wealth Management CO36.3MShares$4.31 Billion3.79% of portfolio
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Bank Of America Corp Charlotte, NC31MShares$3.68 Billion0.31% of portfolio
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Morgan Stanley New York, NY18.7MShares$2.22 Billion0.16% of portfolio
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Envestnet Asset Management Inc17.8MShares$2.11 Billion0.69% of portfolio
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Wells Fargo & Company San Francisco, CA16.1MShares$1.92 Billion0.44% of portfolio