Opal Wealth Advisors, LLC Ishares Core S&P Sm Cap ETF Transaction History
Opal Wealth Advisors, LLC
- $325 Million
- Q4 2024
A detailed history of Opal Wealth Advisors, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Opal Wealth Advisors, LLC holds 11,801 shares of IJR stock, worth $1.39 Million. This represents 0.42% of its overall portfolio holdings.
Number of Shares
11,801
Previous 11,801
-0.0%
Holding current value
$1.39 Million
Previous $1.38 Million
1.52%
% of portfolio
0.42%
Previous 0.44%
Shares
3 transactions
Others Institutions Holding IJR
# of Institutions
2,810Shares Held
537MCall Options Held
877KPut Options Held
272K-
Northwestern Mutual Wealth Management CO38.1MShares$4.47 Billion3.73% of portfolio
-
Bank Of America Corp Charlotte, NC32.1MShares$3.76 Billion0.32% of portfolio
-
Morgan Stanley New York, NY19.2MShares$2.25 Billion0.16% of portfolio
-
Envestnet Asset Management Inc18.2MShares$2.13 Billion0.69% of portfolio
-
Wells Fargo & Company San Francisco, CA17.2MShares$2.02 Billion0.46% of portfolio