Forvis Wealth Advisors, LLC Ishares Core S&P Sm Cap ETF Transaction History
Forvis Wealth Advisors, LLC
- $3.96 Billion
- Q2 2024
A detailed history of Forvis Wealth Advisors, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Forvis Wealth Advisors, LLC holds 168,530 shares of IJR stock, worth $18.9 Million. This represents 0.45% of its overall portfolio holdings.
Number of Shares
168,530
Previous 172,848
2.5%
Holding current value
$18.9 Million
Previous $19.1 Million
5.9%
% of portfolio
0.45%
Previous 0.49%
Shares
27 transactions
Others Institutions Holding IJR
# of Institutions
2,475Shares Held
489MCall Options Held
727KPut Options Held
97.4K-
Northwestern Mutual Wealth Management CO34.9MShares$3.92 Billion3.68% of portfolio
-
Bank Of America Corp Charlotte, NC30.4MShares$3.42 Billion0.29% of portfolio
-
Morgan Stanley New York, NY18.2MShares$2.05 Billion0.15% of portfolio
-
Envestnet Asset Management Inc17.1MShares$1.92 Billion0.65% of portfolio
-
Wells Fargo & Company San Francisco, CA15.9MShares$1.79 Billion0.42% of portfolio