Retirement Guys Formula LLC Ishares Core S&P Sm Cap ETF Transaction History
Retirement Guys Formula LLC
- $210 Million
- Q3 2024
A detailed history of Retirement Guys Formula LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Retirement Guys Formula LLC holds 17,897 shares of IJR stock, worth $2.16 Million. This represents 1.0% of its overall portfolio holdings.
Number of Shares
17,897
Previous 18,099
1.12%
Holding current value
$2.16 Million
Previous $1.93 Million
8.45%
% of portfolio
1.0%
Previous 0.95%
Shares
2 transactions
Others Institutions Holding IJR
# of Institutions
2,565Shares Held
500MCall Options Held
1.04MPut Options Held
671K-
Northwestern Mutual Wealth Management CO36.3MShares$4.39 Billion3.79% of portfolio
-
Bank Of America Corp Charlotte, NC31MShares$3.75 Billion0.31% of portfolio
-
Morgan Stanley New York, NY18.7MShares$2.26 Billion0.16% of portfolio
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Envestnet Asset Management Inc17.8MShares$2.15 Billion0.69% of portfolio
-
Wells Fargo & Company San Francisco, CA16.1MShares$1.95 Billion0.44% of portfolio