Wealth Architects, LLC Ishares Core S&P Sm Cap ETF Transaction History
Wealth Architects, LLC
- $846 Million
- Q1 2025
A detailed history of Wealth Architects, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Wealth Architects, LLC holds 470,205 shares of IJR stock, worth $52.2 Million. This represents 5.81% of its overall portfolio holdings.
Number of Shares
470,205
Previous 712,921
34.05%
Holding current value
$52.2 Million
Previous $74.6 Million
34.05%
% of portfolio
5.81%
Previous 0.42%
Shares
33 transactions
Others Institutions Holding IJR
# of Institutions
2,822Shares Held
548MCall Options Held
533KPut Options Held
389K-
Northwestern Mutual Wealth Management CO39.1MShares$4.33 Billion3.37% of portfolio
-
Bank Of America Corp Charlotte, NC33MShares$3.66 Billion0.28% of portfolio
-
Morgan Stanley New York, NY18.7MShares$2.08 Billion0.14% of portfolio
-
Envestnet Asset Management Inc17.8MShares$1.98 Billion0.62% of portfolio
-
Wells Fargo & Company San Francisco, CA17.1MShares$1.9 Billion0.42% of portfolio