Mowery & Schoenfeld Wealth Management, LLC Ishares Core S&P Sm Cap ETF Transaction History
Mowery & Schoenfeld Wealth Management, LLC
- $51 Billion
- Q1 2025
A detailed history of Mowery & Schoenfeld Wealth Management, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Mowery & Schoenfeld Wealth Management, LLC holds 1,450 shares of IJR stock, worth $145,188. This represents 0.3% of its overall portfolio holdings.
Number of Shares
1,450Holding current value
$145,188% of portfolio
0.3%Shares
1 transactions
Others Institutions Holding IJR
# of Institutions
2,808Shares Held
544MCall Options Held
635KPut Options Held
292K-
Northwestern Mutual Wealth Management CO39.1MShares$3.91 Billion3.37% of portfolio
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Bank Of America Corp Charlotte, NC32.1MShares$3.21 Billion0.32% of portfolio
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Morgan Stanley New York, NY19.2MShares$1.92 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, CA17.1MShares$1.72 Billion0.42% of portfolio