Sagespring Wealth Partners, LLC Ishares Core S&P Sm Cap ETF Transaction History
Sagespring Wealth Partners, LLC
- $3.96 Trillion
- Q1 2025
A detailed history of Sagespring Wealth Partners, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Sagespring Wealth Partners, LLC holds 196,019 shares of IJR stock, worth $19.6 Million. This represents 0.52% of its overall portfolio holdings.
Number of Shares
196,019
Previous 326,853
40.03%
Holding current value
$19.6 Million
Previous $37.7 Billion
45.57%
% of portfolio
0.52%
Previous 0.99%
Shares
2 transactions
Others Institutions Holding IJR
# of Institutions
2,809Shares Held
534MCall Options Held
877KPut Options Held
273K-
Northwestern Mutual Wealth Management CO38.1MShares$3.82 Billion3.73% of portfolio
-
Bank Of America Corp Charlotte, NC32.1MShares$3.21 Billion0.32% of portfolio
-
Morgan Stanley New York, NY19.2MShares$1.92 Billion0.16% of portfolio
-
Envestnet Asset Management Inc17.8MShares$1.78 Billion0.62% of portfolio
-
Wells Fargo & Company San Francisco, CA17.2MShares$1.72 Billion0.46% of portfolio