Tl Private Wealth Ishares Core S&P Sm Cap ETF Transaction History
Tl Private Wealth
- $220 Million
- Q1 2025
A detailed history of Tl Private Wealth transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Tl Private Wealth holds 8,018 shares of IJR stock, worth $800,517. This represents 0.38% of its overall portfolio holdings.
Number of Shares
8,018
Previous 7,771
3.18%
Holding current value
$800,517
Previous $895,000
6.93%
% of portfolio
0.38%
Previous 0.4%
Shares
7 transactions
Others Institutions Holding IJR
# of Institutions
2,821Shares Held
537MCall Options Held
877KPut Options Held
272K-
Northwestern Mutual Wealth Management CO38.1MShares$3.81 Billion3.73% of portfolio
-
Bank Of America Corp Charlotte, NC32.1MShares$3.2 Billion0.32% of portfolio
-
Morgan Stanley New York, NY19.2MShares$1.91 Billion0.16% of portfolio
-
Envestnet Asset Management Inc17.8MShares$1.78 Billion0.62% of portfolio
-
Wells Fargo & Company San Francisco, CA17.2MShares$1.71 Billion0.46% of portfolio