Taylor & Morgan Wealth Management, LLC Ishares Core S&P Sm Cap ETF Transaction History
Taylor & Morgan Wealth Management, LLC
- $143 Million
- Q2 2025
A detailed history of Taylor & Morgan Wealth Management, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Taylor & Morgan Wealth Management, LLC holds 2,060 shares of IJR stock, worth $247,364. This represents 0.16% of its overall portfolio holdings.
Number of Shares
2,060Holding current value
$247,364% of portfolio
0.16%Shares
1 transactions
Others Institutions Holding IJR
# of Institutions
2,829Shares Held
564MCall Options Held
554KPut Options Held
325K-
Northwestern Mutual Wealth Management CO41.3MShares$4.96 Billion3.33% of portfolio
-
Bank Of America Corp Charlotte, NC32MShares$3.84 Billion0.26% of portfolio
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Kingstone Capital Partners Texas, LLC Frisco, TX19.3MShares$2.31 Billion0.33% of portfolio
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Morgan Stanley New York, NY18.1MShares$2.18 Billion0.13% of portfolio
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Envestnet Asset Management Inc16.8MShares$2.02 Billion0.56% of portfolio