Lauer Wealth, LLC Ishares Core S&P Sm Cap ETF Transaction History
Lauer Wealth, LLC
- $150 Billion
- Q4 2024
A detailed history of Lauer Wealth, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Lauer Wealth, LLC holds 7,668 shares of IJR stock, worth $910,191. This represents 0.59% of its overall portfolio holdings.
Number of Shares
7,668
Previous 7,668
-0.0%
Holding current value
$910,191
Previous $879 Million
0.49%
% of portfolio
0.59%
Previous 0.68%
Shares
5 transactions
Others Institutions Holding IJR
# of Institutions
2,627Shares Held
503MCall Options Held
1.04MPut Options Held
671K-
Northwestern Mutual Wealth Management CO36.3MShares$4.31 Billion3.79% of portfolio
-
Bank Of America Corp Charlotte, NC31MShares$3.68 Billion0.31% of portfolio
-
Morgan Stanley New York, NY18.7MShares$2.22 Billion0.16% of portfolio
-
Envestnet Asset Management Inc17.8MShares$2.11 Billion0.69% of portfolio
-
Wells Fargo & Company San Francisco, CA16.1MShares$1.92 Billion0.44% of portfolio