Wealth Preservation Advisors, LLC Ishares Core S&P Sm Cap ETF Transaction History
Wealth Preservation Advisors, LLC
- $172 Billion
- Q3 2025
A detailed history of Wealth Preservation Advisors, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Wealth Preservation Advisors, LLC holds 909 shares of IJR stock, worth $108,707. This represents 0.06% of its overall portfolio holdings.
Number of Shares
909
Previous 909
-0.0%
Holding current value
$108,707
Previous $99.3 Million
8.73%
% of portfolio
0.06%
Previous 0.06%
Shares
2 transactions
Others Institutions Holding IJR
# of Institutions
2,874Shares Held
538MCall Options Held
447KPut Options Held
335K-
Northwestern Mutual Wealth Management CO42.3MShares$5.06 Billion3.41% of portfolio
-
Bank Of America Corp Charlotte, NC31.7MShares$3.79 Billion0.26% of portfolio
-
Morgan Stanley New York, NY18MShares$2.15 Billion0.13% of portfolio
-
Lpl Financial LLC Fort Mill, SC16.5MShares$1.98 Billion0.61% of portfolio
-
Wells Fargo & Company San Francisco, CA15.4MShares$1.84 Billion0.36% of portfolio