Rochester Wealth Strategies, LLC Ishares Core S&P Sm Cap ETF Transaction History
Rochester Wealth Strategies, LLC
- $126 Billion
- Q1 2025
A detailed history of Rochester Wealth Strategies, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Rochester Wealth Strategies, LLC holds 78,275 shares of IJR stock, worth $7.81 Million. This represents 6.5% of its overall portfolio holdings.
Number of Shares
78,275Holding current value
$7.81 Million% of portfolio
6.5%Shares
1 transactions
Others Institutions Holding IJR
# of Institutions
2,821Shares Held
537MCall Options Held
877KPut Options Held
272K-
Northwestern Mutual Wealth Management CO38.1MShares$3.81 Billion3.73% of portfolio
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Bank Of America Corp Charlotte, NC32.1MShares$3.2 Billion0.32% of portfolio
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Morgan Stanley New York, NY19.2MShares$1.91 Billion0.16% of portfolio
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Envestnet Asset Management Inc18.2MShares$1.81 Billion0.69% of portfolio
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Wells Fargo & Company San Francisco, CA17.2MShares$1.71 Billion0.46% of portfolio