Wealth Advisors, Inc. Ishares Core S&P Sm Cap ETF Transaction History
Wealth Advisors, Inc.
- $223 Million
- Q3 2023
A detailed history of Wealth Advisors, Inc. transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Wealth Advisors, Inc. holds 7,564 shares of IJR stock, worth $821,299. This represents 0.32% of its overall portfolio holdings.
Number of Shares
7,564
Previous 7,564
-0.0%
Holding current value
$821,299
Previous $753,000
5.31%
% of portfolio
0.32%
Previous 0.32%
Shares
7 transactions
Others Institutions Holding IJR
# of Institutions
2,823Shares Held
537MCall Options Held
877KPut Options Held
272K-
Northwestern Mutual Wealth Management CO38.1MShares$4.14 Billion3.73% of portfolio
-
Bank Of America Corp Charlotte, NC32.1MShares$3.48 Billion0.32% of portfolio
-
Morgan Stanley New York, NY19.2MShares$2.08 Billion0.16% of portfolio
-
Envestnet Asset Management Inc18.2MShares$1.97 Billion0.69% of portfolio
-
Wells Fargo & Company San Francisco, CA17.2MShares$1.86 Billion0.46% of portfolio