True Wealth Design, LLC Ishares S&P Small Cap 600 Grow Transaction History
True Wealth Design, LLC
- $327 Billion
- Q3 2025
A detailed history of True Wealth Design, LLC transactions in Ishares S&P Small Cap 600 Grow stock. As of the latest transaction made, True Wealth Design, LLC holds 162 shares of IJT stock, worth $22,744. This represents 0.01% of its overall portfolio holdings.
Number of Shares
162
Previous 221
26.7%
Holding current value
$22,744
Previous $29.4 Million
22.04%
% of portfolio
0.01%
Previous 0.01%
Shares
4 transactions
Others Institutions Holding IJT
# of Institutions
822Shares Held
27.5MCall Options Held
8.1KPut Options Held
4K-
Morgan Stanley New York, NY3.29MShares$462 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC2.02MShares$283 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA1.12MShares$157 Million0.03% of portfolio
-
Ubs Group Ag1.06MShares$149 Million0.03% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA921KShares$129 Million0.08% of portfolio