Souders Financial Advisors Ishares Core S&P Sm Cap ETF Transaction History
Souders Financial Advisors
- $683 Million
- Q3 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 40,164 shares of IJR stock, worth $4.85 Million. This represents 0.69% of its overall portfolio holdings.
Number of Shares
40,164
Previous 80,858
50.33%
Holding current value
$4.85 Million
Previous $8.62 Million
45.54%
% of portfolio
0.69%
Previous 1.35%
Shares
19 transactions
Others Institutions Holding IJR
# of Institutions
2,566Shares Held
500MCall Options Held
1.04MPut Options Held
671K-
Northwestern Mutual Wealth Management CO36.3MShares$4.38 Billion3.79% of portfolio
-
Bank Of America Corp Charlotte, NC31MShares$3.74 Billion0.31% of portfolio
-
Morgan Stanley New York, NY18.7MShares$2.25 Billion0.16% of portfolio
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Envestnet Asset Management Inc17.8MShares$2.14 Billion0.69% of portfolio
-
Wells Fargo & Company San Francisco, CA16.1MShares$1.95 Billion0.44% of portfolio