Kellett Schaffner Wealth Advisors LLC Ishares Core S&P Sm Cap ETF Transaction History
Kellett Schaffner Wealth Advisors LLC
- $114 Million
- Q1 2025
A detailed history of Kellett Schaffner Wealth Advisors LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Kellett Schaffner Wealth Advisors LLC holds 13,134 shares of IJR stock, worth $1.31 Million. This represents 1.21% of its overall portfolio holdings.
Number of Shares
13,134
Previous 15,167
13.4%
Holding current value
$1.31 Million
Previous $1.75 Million
21.41%
% of portfolio
1.21%
Previous 1.55%
Shares
14 transactions
Others Institutions Holding IJR
# of Institutions
2,819Shares Held
535MCall Options Held
877KPut Options Held
272K-
Northwestern Mutual Wealth Management CO38.1MShares$3.81 Billion3.73% of portfolio
-
Bank Of America Corp Charlotte, NC32.1MShares$3.2 Billion0.32% of portfolio
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Morgan Stanley New York, NY19.2MShares$1.91 Billion0.16% of portfolio
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Envestnet Asset Management Inc17.8MShares$1.78 Billion0.62% of portfolio
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Wells Fargo & Company San Francisco, CA17.2MShares$1.71 Billion0.46% of portfolio