Trueblood Wealth Management, LLC Ishares Core S&P Sm Cap ETF Transaction History
Trueblood Wealth Management, LLC
- $239 Billion
- Q2 2025
A detailed history of Trueblood Wealth Management, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Trueblood Wealth Management, LLC holds 5,635 shares of IJR stock, worth $643,911. This represents 0.26% of its overall portfolio holdings.
Number of Shares
5,635
Previous 5,175
8.89%
Holding current value
$643,911
Previous $541 Million
13.8%
% of portfolio
0.26%
Previous 0.25%
Shares
4 transactions
Others Institutions Holding IJR
# of Institutions
2,835Shares Held
564MCall Options Held
554KPut Options Held
325K-
Northwestern Mutual Wealth Management CO41.3MShares$4.72 Billion3.33% of portfolio
-
Bank Of America Corp Charlotte, NC32MShares$3.65 Billion0.26% of portfolio
-
Kingstone Capital Partners Texas, LLC Frisco, TX19.3MShares$2.2 Billion0.33% of portfolio
-
Morgan Stanley New York, NY18.1MShares$2.07 Billion0.13% of portfolio
-
Envestnet Asset Management Inc16.8MShares$1.92 Billion0.56% of portfolio