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 $890,963. This represents 0.32% of its overall portfolio holdings.
Number of Shares
7,564
Previous 7,564
-0.0%
Holding current value
$890,963
Previous $753,000
5.31%
% of portfolio
0.32%
Previous 0.32%
Shares
7 transactions
Others Institutions Holding IJR
# of Institutions
2,844Shares Held
545MCall Options Held
554KPut Options Held
325K-
Northwestern Mutual Wealth Management CO41.3MShares$4.87 Billion3.33% of portfolio
-
Bank Of America Corp Charlotte, NC32MShares$3.77 Billion0.26% of portfolio
-
Morgan Stanley New York, NY18.1MShares$2.14 Billion0.13% of portfolio
-
Envestnet Asset Management Inc16.8MShares$1.98 Billion0.56% of portfolio
-
Wells Fargo & Company San Francisco, CA16.4MShares$1.94 Billion0.38% of portfolio