Sar Wealth Management Group, LLC Ishares Core S&P Sm Cap ETF Transaction History
Sar Wealth Management Group, LLC
- $162 Billion
- Q2 2025
A detailed history of Sar Wealth Management Group, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Sar Wealth Management Group, LLC holds 70,116 shares of IJR stock, worth $7.78 Million. This represents 4.72% of its overall portfolio holdings.
Number of Shares
70,116
Previous 67,960
3.17%
Holding current value
$7.78 Million
Previous $7.11 Billion
7.83%
% of portfolio
4.72%
Previous 4.76%
Shares
5 transactions
Others Institutions Holding IJR
# of Institutions
2,809Shares Held
555MCall Options Held
533KPut Options Held
382K-
Northwestern Mutual Wealth Management CO39.1MShares$4.33 Billion3.37% of portfolio
-
Bank Of America Corp Charlotte, NC33MShares$3.66 Billion0.28% of portfolio
-
Kingstone Capital Partners Texas, LLC Frisco, TX19.3MShares$2.14 Billion0.33% of portfolio
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Morgan Stanley New York, NY18.7MShares$2.07 Billion0.14% of portfolio
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Wells Fargo & Company San Francisco, CA17.1MShares$1.9 Billion0.42% of portfolio