Global Wealth Management, LLC Ishares Core S&P Sm Cap ETF Transaction History
Global Wealth Management, LLC
- $182 Billion
- Q2 2025
A detailed history of Global Wealth Management, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Global Wealth Management, LLC holds 87,477 shares of IJR stock, worth $10.4 Million. This represents 5.43% of its overall portfolio holdings.
Number of Shares
87,477
Previous 97,113
9.92%
Holding current value
$10.4 Million
Previous $10.2 Billion
2.56%
% of portfolio
5.43%
Previous 5.86%
Shares
4 transactions
Others Institutions Holding IJR
# of Institutions
2,829Shares Held
564MCall Options Held
554KPut Options Held
325K-
Northwestern Mutual Wealth Management CO41.3MShares$4.91 Billion3.33% of portfolio
-
Bank Of America Corp Charlotte, NC32MShares$3.8 Billion0.26% of portfolio
-
Kingstone Capital Partners Texas, LLC Frisco, TX19.3MShares$2.29 Billion0.33% of portfolio
-
Morgan Stanley New York, NY18.1MShares$2.16 Billion0.13% of portfolio
-
Envestnet Asset Management Inc16.8MShares$2 Billion0.56% of portfolio