Pines Wealth Management, LLC Ishares Core S&P Sm Cap ETF Transaction History
Pines Wealth Management, LLC
- $216 Billion
- Q1 2025
A detailed history of Pines Wealth Management, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Pines Wealth Management, LLC holds 20,327 shares of IJR stock, worth $2.11 Million. This represents 0.85% of its overall portfolio holdings.
Number of Shares
20,327
Previous 12,378
64.22%
Holding current value
$2.11 Million
Previous $1.4 Billion
31.51%
% of portfolio
0.85%
Previous 0.61%
Shares
2 transactions
Others Institutions Holding IJR
# of Institutions
2,833Shares Held
538MCall Options Held
877KPut Options Held
272K-
Northwestern Mutual Wealth Management CO38.1MShares$3.97 Billion3.73% of portfolio
-
Bank Of America Corp Charlotte, NC32.1MShares$3.34 Billion0.32% of portfolio
-
Morgan Stanley New York, NY19.2MShares$1.99 Billion0.16% of portfolio
-
Envestnet Asset Management Inc18.2MShares$1.89 Billion0.69% of portfolio
-
Wells Fargo & Company San Francisco, CA17.2MShares$1.79 Billion0.46% of portfolio