Sheets Smith Wealth Management Ishares Core S&P Sm Cap ETF Transaction History
Sheets Smith Wealth Management
- $789 Million
- Q1 2025
A detailed history of Sheets Smith Wealth Management transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Sheets Smith Wealth Management holds 37,651 shares of IJR stock, worth $4.18 Million. This represents 0.5% of its overall portfolio holdings.
Number of Shares
37,651
Previous 40,827
7.78%
Holding current value
$4.18 Million
Previous $4.7 Million
16.31%
% of portfolio
0.5%
Previous 0.59%
Shares
30 transactions
Others Institutions Holding IJR
# of Institutions
2,821Shares Held
568MCall Options Held
533KPut Options Held
389K-
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
-
Morgan Stanley New York, NY18.7MShares$2.08 Billion0.14% of portfolio
-
Envestnet Asset Management Inc17.8MShares$1.98 Billion0.62% of portfolio