Stonehaven Wealth & Tax Solutions, LLC Ishares Core S&P Sm Cap ETF Transaction History
Stonehaven Wealth & Tax Solutions, LLC
- $91.9 Billion
- Q4 2024
A detailed history of Stonehaven Wealth & Tax Solutions, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Stonehaven Wealth & Tax Solutions, LLC holds 3,233 shares of IJR stock, worth $379,457. This represents 0.41% of its overall portfolio holdings.
Number of Shares
3,233Holding current value
$379,457% of portfolio
0.41%Shares
1 transactions
Others Institutions Holding IJR
# of Institutions
2,810Shares Held
537MCall Options Held
877KPut Options Held
272K-
Northwestern Mutual Wealth Management CO38.1MShares$4.47 Billion3.73% of portfolio
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Bank Of America Corp Charlotte, NC32.1MShares$3.76 Billion0.32% of portfolio
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Morgan Stanley New York, NY19.2MShares$2.25 Billion0.16% of portfolio
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Envestnet Asset Management Inc18.2MShares$2.13 Billion0.69% of portfolio
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Wells Fargo & Company San Francisco, CA17.2MShares$2.02 Billion0.46% of portfolio