Ropes Wealth Advisors LLC Ishares Core S&P Sm Cap ETF Transaction History
Ropes Wealth Advisors LLC
- $512 Million
- Q3 2023
A detailed history of Ropes Wealth Advisors LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Ropes Wealth Advisors LLC holds 94,587 shares of IJR stock, worth $10.1 Million. This represents 1.74% of its overall portfolio holdings.
Number of Shares
94,587
Previous 96,743
2.23%
Holding current value
$10.1 Million
Previous $9.64 Million
7.45%
% of portfolio
1.74%
Previous 1.61%
Shares
22 transactions
Others Institutions Holding IJR
# of Institutions
2,450Shares Held
481MCall Options Held
625KPut Options Held
581K-
Northwestern Mutual Wealth Management CO33.8MShares$3.6 Billion3.84% of portfolio
-
Bank Of America Corp Charlotte, NC30.7MShares$3.27 Billion0.32% of portfolio
-
Morgan Stanley New York, NY19.2MShares$2.05 Billion0.17% of portfolio
-
Wells Fargo & Company San Francisco, CA16.6MShares$1.77 Billion0.45% of portfolio
-
Lpl Financial LLC Fort Mill, SC13MShares$1.39 Billion0.79% of portfolio