Long Run Wealth Advisors, LLC Ishares Core S&P Sm Cap ETF Transaction History
Long Run Wealth Advisors, LLC
- $392 Million
- Q2 2024
A detailed history of Long Run Wealth Advisors, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Long Run Wealth Advisors, LLC holds 94,869 shares of IJR stock, worth $10.7 Million. This represents 2.58% of its overall portfolio holdings.
Number of Shares
94,869
Previous 94,573
0.31%
Holding current value
$10.7 Million
Previous $10.5 Million
3.2%
% of portfolio
2.58%
Previous 2.77%
Shares
11 transactions
Others Institutions Holding IJR
# of Institutions
2,475Shares Held
489MCall Options Held
727KPut Options Held
97.4K-
Northwestern Mutual Wealth Management CO34.9MShares$3.92 Billion3.68% of portfolio
-
Bank Of America Corp Charlotte, NC30.4MShares$3.42 Billion0.29% of portfolio
-
Morgan Stanley New York, NY18.2MShares$2.05 Billion0.15% of portfolio
-
Envestnet Asset Management Inc17.1MShares$1.92 Billion0.65% of portfolio
-
Wells Fargo & Company San Francisco, CA15.9MShares$1.79 Billion0.42% of portfolio