Hilltop Wealth Advisors, LLC Ishares Core S&P Sm Cap ETF Transaction History
Hilltop Wealth Advisors, LLC
- $198 Million
- Q2 2024
A detailed history of Hilltop Wealth Advisors, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Hilltop Wealth Advisors, LLC holds 146,701 shares of IJR stock, worth $16.5 Million. This represents 7.91% of its overall portfolio holdings.
Number of Shares
146,701
Previous 146,540
0.11%
Holding current value
$16.5 Million
Previous $16.2 Million
3.38%
% of portfolio
7.91%
Previous 8.35%
Shares
11 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