True Private Wealth Advisors Ishares Core S&P Sm Cap ETF Transaction History
True Private Wealth Advisors
- $851 Million
- Q2 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 61,441 shares of IJR stock, worth $7.16 Million. This represents 0.77% of its overall portfolio holdings.
Number of Shares
61,441
Previous 68,811
10.71%
Holding current value
$7.16 Million
Previous $7.6 Million
13.82%
% of portfolio
0.77%
Previous 0.89%
Shares
29 transactions
Others Institutions Holding IJR
# of Institutions
2,476Shares Held
489MCall Options Held
727KPut Options Held
97.4K-
Northwestern Mutual Wealth Management CO34.9MShares$4.07 Billion3.68% of portfolio
-
Bank Of America Corp Charlotte, NC30.4MShares$3.55 Billion0.29% of portfolio
-
Morgan Stanley New York, NY18.2MShares$2.12 Billion0.15% of portfolio
-
Envestnet Asset Management Inc17.1MShares$1.99 Billion0.65% of portfolio
-
Wells Fargo & Company San Francisco, CA15.9MShares$1.86 Billion0.42% of portfolio