Vista Private Wealth Partners. LLC Ishares Core S&P Sm Cap ETF Transaction History
Vista Private Wealth Partners. LLC
- $256 Million
- Q4 2024
A detailed history of Vista Private Wealth Partners. LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Vista Private Wealth Partners. LLC holds 565 shares of IJR stock, worth $56,974. This represents 0.03% of its overall portfolio holdings.
Number of Shares
565
Previous 640
11.72%
Holding current value
$56,974
Previous $74,000
12.16%
% of portfolio
0.03%
Previous 0.03%
Shares
23 transactions
Others Institutions Holding IJR
# of Institutions
2,819Shares Held
535MCall Options Held
877KPut Options Held
272K-
Northwestern Mutual Wealth Management CO38.1MShares$3.84 Billion3.73% of portfolio
-
Bank Of America Corp Charlotte, NC32.1MShares$3.23 Billion0.32% of portfolio
-
Morgan Stanley New York, NY19.2MShares$1.93 Billion0.16% of portfolio
-
Envestnet Asset Management Inc17.8MShares$1.8 Billion0.62% of portfolio
-
Wells Fargo & Company San Francisco, CA17.2MShares$1.73 Billion0.46% of portfolio