Journey Beyond Wealth, LLC Ishares Core S&P Sm Cap ETF Transaction History
Journey Beyond Wealth, LLC
- $106 Billion
- Q4 2024
A detailed history of Journey Beyond Wealth, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Journey Beyond Wealth, LLC holds 34,626 shares of IJR stock, worth $4 Million. This represents 3.75% of its overall portfolio holdings.
Number of Shares
34,626Holding current value
$4 Million% of portfolio
3.75%Shares
1 transactions
Others Institutions Holding IJR
# of Institutions
2,738Shares Held
529MCall Options Held
947KPut Options Held
622K-
Northwestern Mutual Wealth Management CO38.1MShares$4.41 Billion3.73% of portfolio
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Bank Of America Corp Charlotte, NC31MShares$3.59 Billion0.31% of portfolio
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Morgan Stanley New York, NY18.7MShares$2.16 Billion0.16% of portfolio
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Envestnet Asset Management Inc17.8MShares$2.05 Billion0.69% of portfolio
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Wells Fargo & Company San Francisco, CA16.1MShares$1.87 Billion0.44% of portfolio