Signature Wealth Management Partners, LLC Ishares Core S&P Sm Cap ETF Transaction History
Signature Wealth Management Partners, LLC
- $151 Million
- Q1 2025
A detailed history of Signature Wealth Management Partners, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Signature Wealth Management Partners, LLC holds 2,277 shares of IJR stock, worth $242,955. This represents 0.16% of its overall portfolio holdings.
Number of Shares
2,277
Previous 2,976
23.49%
Holding current value
$242,955
Previous $342,000
30.41%
% of portfolio
0.16%
Previous 0.24%
Shares
18 transactions
Others Institutions Holding IJR
# of Institutions
2,820Shares Held
548MCall Options Held
533KPut Options Held
389K-
Northwestern Mutual Wealth Management CO39.1MShares$4.17 Billion3.37% of portfolio
-
Bank Of America Corp Charlotte, NC33MShares$3.52 Billion0.28% of portfolio
-
Morgan Stanley New York, NY18.7MShares$2 Billion0.14% of portfolio
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Envestnet Asset Management Inc17.8MShares$1.9 Billion0.62% of portfolio
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Wells Fargo & Company San Francisco, CA17.1MShares$1.83 Billion0.42% of portfolio