Partners In Financial Planning Ishares Core S&P Sm Cap ETF Transaction History
Partners In Financial Planning
- $498 Billion
- Q1 2025
A detailed history of Partners In Financial Planning transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Partners In Financial Planning holds 2,844 shares of IJR stock, worth $284,769. This represents 0.06% of its overall portfolio holdings.
Number of Shares
2,844
Previous 2,853
0.32%
Holding current value
$284,769
Previous $329 Million
9.52%
% of portfolio
0.06%
Previous 0.07%
Shares
9 transactions
Others Institutions Holding IJR
# of Institutions
2,815Shares Held
535MCall Options Held
877KPut Options Held
272K-
Northwestern Mutual Wealth Management CO38.1MShares$3.82 Billion3.73% of portfolio
-
Bank Of America Corp Charlotte, NC32.1MShares$3.21 Billion0.32% of portfolio
-
Morgan Stanley New York, NY19.2MShares$1.92 Billion0.16% of portfolio
-
Envestnet Asset Management Inc17.8MShares$1.78 Billion0.62% of portfolio
-
Wells Fargo & Company San Francisco, CA17.2MShares$1.72 Billion0.46% of portfolio