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 $955,106. This represents 0.32% of its overall portfolio holdings.
Number of Shares
7,564
Previous 7,564
-0.0%
Holding current value
$955,106
Previous $753,000
5.31%
% of portfolio
0.32%
Previous 0.32%
Shares
7 transactions
Others Institutions Holding IJR
# of Institutions
2,567Shares Held
500MCall Options Held
1.04MPut Options Held
671K-
Northwestern Mutual Wealth Management CO36.3MShares$4.59 Billion3.79% of portfolio
-
Bank Of America Corp Charlotte, NC31MShares$3.92 Billion0.31% of portfolio
-
Morgan Stanley New York, NY18.7MShares$2.36 Billion0.16% of portfolio
-
Envestnet Asset Management Inc17.8MShares$2.24 Billion0.69% of portfolio
-
Wells Fargo & Company San Francisco, CA16.1MShares$2.04 Billion0.44% of portfolio