True Private Wealth Advisors Ishares Core S&P Sm Cap ETF Transaction History
True Private Wealth Advisors
- $799 Million
- Q3 2024
A detailed history of True Private Wealth Advisors transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, True Private Wealth Advisors holds 24,509 shares of IJR stock, worth $2.86 Million. This represents 0.36% of its overall portfolio holdings.
Number of Shares
24,509
Previous 61,441
60.11%
Holding current value
$2.86 Million
Previous $6.55 Million
56.26%
% of portfolio
0.36%
Previous 0.77%
Shares
30 transactions
Others Institutions Holding IJR
# of Institutions
2,569Shares Held
500MCall Options Held
1.04MPut Options Held
671K-
Northwestern Mutual Wealth Management CO36.3MShares$4.24 Billion3.79% of portfolio
-
Bank Of America Corp Charlotte, NC31MShares$3.62 Billion0.31% of portfolio
-
Morgan Stanley New York, NY18.7MShares$2.18 Billion0.16% of portfolio
-
Envestnet Asset Management Inc17.8MShares$2.07 Billion0.69% of portfolio
-
Wells Fargo & Company San Francisco, CA16.1MShares$1.88 Billion0.44% of portfolio