Walkner Condon Financial Advisors LLC Ishares Core S&P Sm Cap ETF Transaction History
Walkner Condon Financial Advisors LLC
- $484 Million
- Q3 2024
A detailed history of Walkner Condon Financial Advisors LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Walkner Condon Financial Advisors LLC holds 11,204 shares of IJR stock, worth $1.32 Million. This represents 0.27% of its overall portfolio holdings.
Number of Shares
11,204
Previous 10,487
6.84%
Holding current value
$1.32 Million
Previous $1.12 Million
17.17%
% of portfolio
0.27%
Previous 0.24%
Shares
16 transactions
Others Institutions Holding IJR
# of Institutions
2,589Shares Held
500MCall Options Held
1.04MPut Options Held
671K-
Northwestern Mutual Wealth Management CO36.3MShares$4.29 Billion3.79% of portfolio
-
Bank Of America Corp Charlotte, NC31MShares$3.66 Billion0.31% of portfolio
-
Morgan Stanley New York, NY18.7MShares$2.2 Billion0.16% of portfolio
-
Envestnet Asset Management Inc17.8MShares$2.1 Billion0.69% of portfolio
-
Wells Fargo & Company San Francisco, CA16.1MShares$1.9 Billion0.44% of portfolio