Higgins & Schmidt Wealth Strategies LLC Ishares Core S&P Sm Cap ETF Transaction History
Higgins & Schmidt Wealth Strategies LLC
- $169 Billion
- Q1 2025
A detailed history of Higgins & Schmidt Wealth Strategies LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Higgins & Schmidt Wealth Strategies LLC holds 10,869 shares of IJR stock, worth $1.09 Million. This represents 0.67% of its overall portfolio holdings.
Number of Shares
10,869
Previous 10,869
-0.0%
Holding current value
$1.09 Million
Previous $1.25 Billion
9.24%
% of portfolio
0.67%
Previous 0.78%
Shares
5 transactions
Others Institutions Holding IJR
# of Institutions
2,815Shares Held
535MCall Options Held
877KPut Options Held
272K-
Northwestern Mutual Wealth Management CO38.1MShares$3.82 Billion3.73% of portfolio
-
Bank Of America Corp Charlotte, NC32.1MShares$3.21 Billion0.32% of portfolio
-
Morgan Stanley New York, NY19.2MShares$1.92 Billion0.16% of portfolio
-
Envestnet Asset Management Inc17.8MShares$1.78 Billion0.62% of portfolio
-
Wells Fargo & Company San Francisco, CA17.2MShares$1.72 Billion0.46% of portfolio