Waypoint Capital Advisors, LLC Ishares Core S&P Sm Cap ETF Transaction History
Waypoint Capital Advisors, LLC
- $407 Million
- Q3 2024
A detailed history of Waypoint Capital Advisors, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Waypoint Capital Advisors, LLC holds 18,950 shares of IJR stock, worth $1.91 Million. This represents 0.54% of its overall portfolio holdings.
Number of Shares
18,950
Previous 18,949
0.01%
Holding current value
$1.91 Million
Previous $2.02 Million
9.65%
% of portfolio
0.54%
Previous 0.52%
Shares
11 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