Jamison Private Wealth Management, Inc. Ishares Core S&P Sm Cap ETF Transaction History
Jamison Private Wealth Management, Inc.
- $697 Billion
- Q2 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 13,001 shares of IJR stock, worth $1.47 Million. This represents 0.2% of its overall portfolio holdings.
Number of Shares
13,001
Previous 13,074
0.56%
Holding current value
$1.47 Million
Previous $1.37 Billion
3.92%
% of portfolio
0.2%
Previous 0.21%
Shares
8 transactions
Others Institutions Holding IJR
# of Institutions
2,817Shares Held
558MCall Options Held
533KPut Options Held
389K-
Northwestern Mutual Wealth Management CO39.1MShares$4.41 Billion3.37% of portfolio
-
Bank Of America Corp Charlotte, NC33MShares$3.73 Billion0.28% of portfolio
-
Kingstone Capital Partners Texas, LLC Frisco, TX19.3MShares$2.17 Billion0.33% of portfolio
-
Morgan Stanley New York, NY18.7MShares$2.11 Billion0.14% of portfolio
-
Envestnet Asset Management Inc17.8MShares$2.01 Billion0.62% of portfolio