Summit Financial Wealth Advisors, LLC Ishares Core S&P Sm Cap ETF Transaction History
Summit Financial Wealth Advisors, LLC
- $440 Million
- Q2 2024
A detailed history of Summit Financial Wealth Advisors, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Summit Financial Wealth Advisors, LLC holds 146,277 shares of IJR stock, worth $16.9 Million. This represents 3.55% of its overall portfolio holdings.
Number of Shares
146,277
Previous 141,659
3.26%
Holding current value
$16.9 Million
Previous $15.7 Million
0.35%
% of portfolio
3.55%
Previous 3.55%
Shares
27 transactions
Others Institutions Holding IJR
# of Institutions
2,476Shares Held
489MCall Options Held
727KPut Options Held
97.4K-
Northwestern Mutual Wealth Management CO34.9MShares$4.04 Billion3.68% of portfolio
-
Bank Of America Corp Charlotte, NC30.4MShares$3.52 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