Portland Financial Advisors Inc Ishares Core S&P Sm Cap ETF Transaction History
Portland Financial Advisors Inc
- $39.1 Billion
- Q1 2025
A detailed history of Portland Financial Advisors Inc transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Portland Financial Advisors Inc holds 3,298 shares of IJR stock, worth $351,896. This represents 0.88% of its overall portfolio holdings.
Number of Shares
3,298
Previous 3,721
11.37%
Holding current value
$351,896
Previous $429 Million
19.56%
% of portfolio
0.88%
Previous 1.15%
Shares
2 transactions
Others Institutions Holding IJR
# of Institutions
2,820Shares Held
548MCall Options Held
533KPut Options Held
389K-
Northwestern Mutual Wealth Management CO39.1MShares$4.17 Billion3.37% of portfolio
-
Bank Of America Corp Charlotte, NC33MShares$3.52 Billion0.28% of portfolio
-
Morgan Stanley New York, NY18.7MShares$2 Billion0.14% of portfolio
-
Envestnet Asset Management Inc17.8MShares$1.9 Billion0.62% of portfolio
-
Wells Fargo & Company San Francisco, CA17.1MShares$1.83 Billion0.42% of portfolio