New Insight Wealth Advisors Ishares Core S&P Sm Cap ETF Transaction History
New Insight Wealth Advisors
- $160 Billion
- Q1 2024
A detailed history of New Insight Wealth Advisors transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, New Insight Wealth Advisors holds 3,134 shares of IJR stock, worth $333,269. This represents 0.22% of its overall portfolio holdings.
Number of Shares
3,134
Previous 3,083
1.65%
Holding current value
$333,269
Previous $334 Million
3.79%
% of portfolio
0.22%
Previous 0.22%
Shares
2 transactions
Others Institutions Holding IJR
# of Institutions
2,452Shares Held
481MCall Options Held
625KPut Options Held
581K-
Northwestern Mutual Wealth Management CO33.8MShares$3.59 Billion3.84% of portfolio
-
Bank Of America Corp Charlotte, NC30.7MShares$3.27 Billion0.32% of portfolio
-
Morgan Stanley New York, NY19.2MShares$2.04 Billion0.17% of portfolio
-
Wells Fargo & Company San Francisco, CA16.6MShares$1.77 Billion0.45% of portfolio
-
Lpl Financial LLC Fort Mill, SC13MShares$1.38 Billion0.79% of portfolio