Jamison Private Wealth Management, Inc. Ishares Core S&P Sm Cap ETF Transaction History
Jamison Private Wealth Management, Inc.
- $789 Billion
- Q3 2025
A detailed history of Jamison Private Wealth Management, Inc. transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Jamison Private Wealth Management, Inc. holds 15,122 shares of IJR stock, worth $1.78 Million. This represents 0.23% of its overall portfolio holdings.
Number of Shares
15,122
Previous 13,001
16.31%
Holding current value
$1.78 Million
Previous $1.42 Billion
26.47%
% of portfolio
0.23%
Previous 0.2%
Shares
9 transactions
Others Institutions Holding IJR
# of Institutions
2,839Shares Held
545MCall Options Held
554KPut Options Held
325K-
Northwestern Mutual Wealth Management CO41.3MShares$4.87 Billion3.33% of portfolio
-
Bank Of America Corp Charlotte, NC32MShares$3.77 Billion0.26% of portfolio
-
Morgan Stanley New York, NY18.1MShares$2.14 Billion0.13% of portfolio
-
Envestnet Asset Management Inc16.8MShares$1.98 Billion0.56% of portfolio
-
Wells Fargo & Company San Francisco, CA16.4MShares$1.94 Billion0.38% of portfolio