Wealthquest Corp Ishares Core S&P Sm Cap ETF Transaction History
Wealthquest Corp
- $781 Million
- Q1 2024
A detailed history of Wealthquest Corp transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Wealthquest Corp holds 39,313 shares of IJR stock, worth $4.18 Million. This represents 0.56% of its overall portfolio holdings.
Number of Shares
39,313
Previous 42,037
6.48%
Holding current value
$4.18 Million
Previous $4.55 Million
4.53%
% of portfolio
0.56%
Previous 0.61%
Shares
20 transactions
Others Institutions Holding IJR
# of Institutions
2,452Shares Held
481MCall Options Held
625KPut Options Held
581K-
Northwestern Mutual Wealth Management CO33.8MShares$3.59 Billion3.84% of portfolio
-
Bank Of America Corp Charlotte, NC30.7MShares$3.27 Billion0.32% of portfolio
-
Morgan Stanley New York, NY19.2MShares$2.04 Billion0.17% of portfolio
-
Wells Fargo & Company San Francisco, CA16.6MShares$1.77 Billion0.45% of portfolio
-
Lpl Financial LLC Fort Mill, SC13MShares$1.38 Billion0.79% of portfolio