Souders Financial Advisors Ishares Core S&P Sm Cap ETF Transaction History
Souders Financial Advisors
- $639 Million
- Q2 2024
A detailed history of Souders Financial Advisors transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Souders Financial Advisors holds 80,858 shares of IJR stock, worth $9.34 Million. This represents 1.35% of its overall portfolio holdings.
Number of Shares
80,858
Previous 77,971
3.7%
Holding current value
$9.34 Million
Previous $8.62 Million
0.08%
% of portfolio
1.35%
Previous 1.41%
Shares
18 transactions
Others Institutions Holding IJR
# of Institutions
2,479Shares Held
489MCall Options Held
727KPut Options Held
97.4K-
Northwestern Mutual Wealth Management CO34.9MShares$4.03 Billion3.68% of portfolio
-
Bank Of America Corp Charlotte, NC30.4MShares$3.51 Billion0.29% of portfolio
-
Morgan Stanley New York, NY18.2MShares$2.11 Billion0.15% of portfolio
-
Envestnet Asset Management Inc17.1MShares$1.98 Billion0.65% of portfolio
-
Wells Fargo & Company San Francisco, CA15.9MShares$1.84 Billion0.42% of portfolio