Paradigm, Strategies In Wealth Management, LLC Ishares Core S&P Sm Cap ETF Transaction History
Paradigm, Strategies In Wealth Management, LLC
- $141 Million
- Q1 2025
A detailed history of Paradigm, Strategies In Wealth Management, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Paradigm, Strategies In Wealth Management, LLC holds 146,486 shares of IJR stock, worth $16.5 Million. This represents 10.89% of its overall portfolio holdings.
Number of Shares
146,486
Previous 148,473
1.34%
Holding current value
$16.5 Million
Previous $17.1 Million
10.46%
% of portfolio
10.89%
Previous 11.85%
Shares
17 transactions
Others Institutions Holding IJR
# of Institutions
2,819Shares Held
559MCall Options Held
533KPut Options Held
389K-
Northwestern Mutual Wealth Management CO39.1MShares$4.41 Billion3.37% of portfolio
-
Bank Of America Corp Charlotte, NC33MShares$3.73 Billion0.28% of portfolio
-
Kingstone Capital Partners Texas, LLC Frisco, TX19.3MShares$2.17 Billion0.33% of portfolio
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Morgan Stanley New York, NY18.7MShares$2.11 Billion0.14% of portfolio
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Envestnet Asset Management Inc17.8MShares$2.01 Billion0.62% of portfolio