Octavia Wealth Advisors, LLC Ishares Core S&P Sm Cap ETF Transaction History
Octavia Wealth Advisors, LLC
- $822 Million
- Q4 2024
A detailed history of Octavia Wealth Advisors, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Octavia Wealth Advisors, LLC holds 3,596 shares of IJR stock, worth $421,055. This represents 0.05% of its overall portfolio holdings.
Number of Shares
3,596
Previous 3,599
0.08%
Holding current value
$421,055
Previous $420,000
1.43%
% of portfolio
0.05%
Previous 0.05%
Shares
17 transactions
Others Institutions Holding IJR
# of Institutions
2,788Shares Held
536MCall Options Held
995KPut Options Held
461K-
Northwestern Mutual Wealth Management CO38.1MShares$4.46 Billion3.73% of portfolio
-
Bank Of America Corp Charlotte, NC32.1MShares$3.75 Billion0.32% of portfolio
-
Morgan Stanley New York, NY19.2MShares$2.24 Billion0.16% of portfolio
-
Envestnet Asset Management Inc18.2MShares$2.13 Billion0.69% of portfolio
-
Wells Fargo & Company San Francisco, CA17.2MShares$2.01 Billion0.46% of portfolio