Form Wealth Advisors, LLC Ishares Core S&P Sm Cap ETF Transaction History
Form Wealth Advisors, LLC
- $736 Billion
- Q1 2025
A detailed history of Form Wealth Advisors, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Form Wealth Advisors, LLC holds 187,449 shares of IJR stock, worth $20 Million. This represents 2.66% of its overall portfolio holdings.
Number of Shares
187,449Holding current value
$20 Million% of portfolio
2.66%Shares
1 transactions
Others Institutions Holding IJR
# of Institutions
2,817Shares Held
548MCall Options Held
533KPut Options Held
389K-
Northwestern Mutual Wealth Management CO39.1MShares$4.17 Billion3.37% of portfolio
-
Bank Of America Corp Charlotte, NC33MShares$3.52 Billion0.28% of portfolio
-
Morgan Stanley New York, NY18.7MShares$2 Billion0.14% of portfolio
-
Envestnet Asset Management Inc17.8MShares$1.9 Billion0.62% of portfolio
-
Wells Fargo & Company San Francisco, CA17.1MShares$1.83 Billion0.42% of portfolio