Valued Wealth Advisors LLC Ishares Core S&P Sm Cap ETF Transaction History
Valued Wealth Advisors LLC
- $167 Billion
- Q1 2025
A detailed history of Valued Wealth Advisors LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Valued Wealth Advisors LLC holds 1,907 shares of IJR stock, worth $190,947. This represents 0.12% of its overall portfolio holdings.
Number of Shares
1,907
Previous 1,907
-0.0%
Holding current value
$190,947
Previous $220 Million
9.24%
% of portfolio
0.12%
Previous 0.14%
Shares
3 transactions
Others Institutions Holding IJR
# of Institutions
2,809Shares Held
534MCall Options Held
877KPut Options Held
273K-
Northwestern Mutual Wealth Management CO38.1MShares$3.82 Billion3.73% of portfolio
-
Bank Of America Corp Charlotte, NC32.1MShares$3.21 Billion0.32% of portfolio
-
Morgan Stanley New York, NY19.2MShares$1.92 Billion0.16% of portfolio
-
Envestnet Asset Management Inc17.8MShares$1.78 Billion0.62% of portfolio
-
Wells Fargo & Company San Francisco, CA17.2MShares$1.72 Billion0.46% of portfolio