Journey Advisory Group, LLC Ishares Core S&P Sm Cap ETF Transaction History
Journey Advisory Group, LLC
- $834 Million
- Q4 2024
A detailed history of Journey Advisory Group, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Journey Advisory Group, LLC holds 252,110 shares of IJR stock, worth $27.4 Million. This represents 3.48% of its overall portfolio holdings.
Number of Shares
252,110
Previous 252,110
-0.0%
Holding current value
$27.4 Million
Previous $29.5 Million
1.49%
% of portfolio
3.48%
Previous 3.42%
Shares
15 transactions
Others Institutions Holding IJR
# of Institutions
2,823Shares Held
537MCall Options Held
877KPut Options Held
272K-
Northwestern Mutual Wealth Management CO38.1MShares$4.14 Billion3.73% of portfolio
-
Bank Of America Corp Charlotte, NC32.1MShares$3.48 Billion0.32% of portfolio
-
Morgan Stanley New York, NY19.2MShares$2.08 Billion0.16% of portfolio
-
Envestnet Asset Management Inc18.2MShares$1.97 Billion0.69% of portfolio
-
Wells Fargo & Company San Francisco, CA17.2MShares$1.86 Billion0.46% of portfolio