Lineweaver Wealth Advisors, LLC Ishares Core S&P Sm Cap ETF Transaction History
Lineweaver Wealth Advisors, LLC
- $505 Million
- Q4 2024
A detailed history of Lineweaver Wealth Advisors, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Lineweaver Wealth Advisors, LLC holds 18,567 shares of IJR stock, worth $2.02 Million. This represents 0.42% of its overall portfolio holdings.
Number of Shares
18,567
Previous 18,522
0.24%
Holding current value
$2.02 Million
Previous $2.17 Million
1.25%
% of portfolio
0.42%
Previous 0.44%
Shares
21 transactions
Others Institutions Holding IJR
# of Institutions
2,825Shares Held
537MCall Options Held
877KPut Options Held
272K-
Northwestern Mutual Wealth Management CO38.1MShares$4.14 Billion3.73% of portfolio
-
Bank Of America Corp Charlotte, NC32.1MShares$3.48 Billion0.32% of portfolio
-
Morgan Stanley New York, NY19.2MShares$2.08 Billion0.16% of portfolio
-
Envestnet Asset Management Inc18.2MShares$1.97 Billion0.69% of portfolio
-
Wells Fargo & Company San Francisco, CA17.2MShares$1.86 Billion0.46% of portfolio