Morling Financial Advisors, LLC Ishares Core S&P Sm Cap ETF Transaction History
Morling Financial Advisors, LLC
- $270 Million
- Q4 2024
A detailed history of Morling Financial Advisors, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Morling Financial Advisors, LLC holds 1,108 shares of IJR stock, worth $116,340. This represents 0.05% of its overall portfolio holdings.
Number of Shares
1,108
Previous 1,088
1.84%
Holding current value
$116,340
Previous $127,000
-0.0%
% of portfolio
0.05%
Previous 0.05%
Shares
10 transactions
Others Institutions Holding IJR
# of Institutions
2,831Shares Held
537MCall Options Held
877KPut Options Held
272K-
Northwestern Mutual Wealth Management CO38.1MShares$4 Billion3.73% of portfolio
-
Bank Of America Corp Charlotte, NC32.1MShares$3.37 Billion0.32% of portfolio
-
Morgan Stanley New York, NY19.2MShares$2.01 Billion0.16% of portfolio
-
Envestnet Asset Management Inc18.2MShares$1.91 Billion0.69% of portfolio
-
Wells Fargo & Company San Francisco, CA17.2MShares$1.8 Billion0.46% of portfolio