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 $263,495. This represents 0.13% of its overall portfolio holdings.
Number of Shares
2,245
Previous 2,140
4.91%
Holding current value
$263,495
Previous $230 Million
4.32%
% of portfolio
0.13%
Previous 0.13%
Shares
2 transactions
Others Institutions Holding IJR
# of Institutions
2,525Shares Held
493MCall Options Held
771KPut Options Held
97.4K-
Northwestern Mutual Wealth Management CO34.9MShares$4.1 Billion3.68% of portfolio
-
Bank Of America Corp Charlotte, NC30.4MShares$3.57 Billion0.29% of portfolio
-
Morgan Stanley New York, NY18.2MShares$2.14 Billion0.15% of portfolio
-
Envestnet Asset Management Inc17.8MShares$2.09 Billion0.69% of portfolio
-
Wells Fargo & Company San Francisco, CA15.9MShares$1.87 Billion0.42% of portfolio