Topsail Wealth Management, LLC Ishares Core S&P Sm Cap ETF Transaction History
Topsail Wealth Management, LLC
- $547 Billion
- Q2 2025
A detailed history of Topsail Wealth Management, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Topsail Wealth Management, LLC holds 1,673 shares of IJR stock, worth $197,062. This represents 0.03% of its overall portfolio holdings.
Number of Shares
1,673
Previous 1,671
0.12%
Holding current value
$197,062
Previous $175 Million
4.63%
% of portfolio
0.03%
Previous 0.04%
Shares
3 transactions
Others Institutions Holding IJR
# of Institutions
2,861Shares Held
542MCall Options Held
554KPut Options Held
325K-
Northwestern Mutual Wealth Management CO41.3MShares$4.87 Billion3.33% of portfolio
-
Bank Of America Corp Charlotte, NC32MShares$3.77 Billion0.26% of portfolio
-
Morgan Stanley New York, NY18.1MShares$2.14 Billion0.13% of portfolio
-
Envestnet Asset Management Inc16.8MShares$1.98 Billion0.56% of portfolio
-
Wells Fargo & Company San Francisco, CA16.4MShares$1.94 Billion0.38% of portfolio