Walden Wealth Partners LLC Ishares Core S&P Sm Cap ETF Transaction History
Walden Wealth Partners LLC
- $179 Billion
- Q2 2024
A detailed history of Walden Wealth Partners LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Walden Wealth Partners LLC holds 2,245 shares of IJR stock, worth $264,505. This represents 0.13% of its overall portfolio holdings.
Number of Shares
2,245
Previous 2,140
4.91%
Holding current value
$264,505
Previous $230 Million
4.32%
% of portfolio
0.13%
Previous 0.13%
Shares
2 transactions
Others Institutions Holding IJR
# of Institutions
2,807Shares Held
537MCall Options Held
877KPut Options Held
272K-
Northwestern Mutual Wealth Management CO38.1MShares$4.49 Billion3.73% of portfolio
-
Bank Of America Corp Charlotte, NC32.1MShares$3.78 Billion0.32% of portfolio
-
Morgan Stanley New York, NY19.2MShares$2.26 Billion0.16% of portfolio
-
Envestnet Asset Management Inc18.2MShares$2.14 Billion0.69% of portfolio
-
Wells Fargo & Company San Francisco, CA17.2MShares$2.02 Billion0.46% of portfolio