True Wealth Advisors, LLC Ishares Core S&P Sm Cap ETF Put Options Transaction History

True Wealth Advisors, LLC

$271 Million
Q3 2024

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding IJR

# of Institutions

2,550

Shares Held

500M

Call Options Held

771K

Put Options Held

97.4K

Northwestern Mutual Wealth Management CO

36.3M
Shares

$4.49 Billion
3.79% of portfolio
Bank Of America Corp Charlotte, NC

30.4M
Shares

$3.76 Billion
0.29% of portfolio
Morgan Stanley New York, NY

18.2M
Shares

$2.25 Billion
0.15% of portfolio
Envestnet Asset Management Inc

17.8M
Shares

$2.19 Billion
0.69% of portfolio
Wells Fargo & Company San Francisco, CA

16.1M
Shares

$1.99 Billion
0.44% of portfolio

About ISHARES CORE S&P SM CAP ETF

Ticker IJR
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of True Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on True Wealth Advisors, LLC with notifications on news.