Sendero Wealth Management, LLC Ishares Core S&P Sm Cap ETF Transaction History
Sendero Wealth Management, LLC
- $648 Million
- Q1 2025
A detailed history of Sendero Wealth Management, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Sendero Wealth Management, LLC holds 5,670 shares of IJR stock, worth $566,092. This represents 0.09% of its overall portfolio holdings.
Number of Shares
5,670
Previous 5,670
-0.0%
Holding current value
$566,092
Previous $653,000
9.8%
% of portfolio
0.09%
Previous 0.1%
Shares
12 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
-
Bank Of America Corp Charlotte, NC32.1MShares$3.2 Billion0.32% of portfolio
-
Morgan Stanley New York, NY19.2MShares$1.91 Billion0.16% of portfolio
-
Envestnet Asset Management Inc18.2MShares$1.81 Billion0.69% of portfolio
-
Wells Fargo & Company San Francisco, CA17.2MShares$1.71 Billion0.46% of portfolio