Org Wealth Partners, LLC Ishares Core S&P Sm Cap ETF Transaction History
Org Wealth Partners, LLC
- $301 Billion
- Q3 2024
A detailed history of Org Wealth Partners, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Org Wealth Partners, LLC holds 3,967 shares of IJR stock, worth $464,694. This represents 0.15% of its overall portfolio holdings.
Number of Shares
3,967Holding current value
$464,694% of portfolio
0.15%Shares
1 transactions
Others Institutions Holding IJR
# of Institutions
2,492Shares Held
489MCall Options Held
727KPut Options Held
97.4K-
Northwestern Mutual Wealth Management CO34.9MShares$4.09 Billion3.68% of portfolio
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Bank Of America Corp Charlotte, NC30.4MShares$3.56 Billion0.29% of portfolio
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Morgan Stanley New York, NY18.2MShares$2.13 Billion0.15% of portfolio
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Envestnet Asset Management Inc17.1MShares$2 Billion0.65% of portfolio
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Wells Fargo & Company San Francisco, CA15.9MShares$1.87 Billion0.42% of portfolio