Journey Beyond Wealth, LLC Ishares Core S&P Sm Cap ETF Transaction History
Journey Beyond Wealth, LLC
- $119 Billion
- Q2 2025
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 36,368 shares of IJR stock, worth $4.28 Million. This represents 3.35% of its overall portfolio holdings.
Number of Shares
36,368
Previous 36,955
1.59%
Holding current value
$4.28 Million
Previous $3.86 Billion
2.85%
% of portfolio
3.35%
Previous 3.61%
Shares
3 transactions
Others Institutions Holding IJR
# of Institutions
2,844Shares 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
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Envestnet Asset Management Inc16.8MShares$1.98 Billion0.56% of portfolio
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Wells Fargo & Company San Francisco, CA16.4MShares$1.94 Billion0.38% of portfolio