Journey Advisory Group, LLC Ishares Core S&P Sm Cap ETF Transaction History
Journey Advisory Group, LLC
- $1.25 Billion
- Q2 2025
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 223,980 shares of IJR stock, worth $26.4 Million. This represents 1.96% of its overall portfolio holdings.
Number of Shares
223,980
Previous 224,818
0.37%
Holding current value
$26.4 Million
Previous $23.5 Million
4.12%
% of portfolio
1.96%
Previous 1.97%
Shares
17 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