Wealthquest Corp Ishares Core S&P Sm Cap ETF Transaction History
Wealthquest Corp
- $948 Million
- Q4 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 31,336 shares of IJR stock, worth $3.5 Million. This represents 0.38% of its overall portfolio holdings.
Number of Shares
31,336
Previous 31,649
0.99%
Holding current value
$3.5 Million
Previous $3.7 Million
2.46%
% of portfolio
0.38%
Previous 0.41%
Shares
23 transactions
Others Institutions Holding IJR
# of Institutions
2,823Shares Held
537MCall Options Held
877KPut Options Held
272K-
Northwestern Mutual Wealth Management CO38.1MShares$4.26 Billion3.73% of portfolio
-
Bank Of America Corp Charlotte, NC32.1MShares$3.58 Billion0.32% of portfolio
-
Morgan Stanley New York, NY19.2MShares$2.14 Billion0.16% of portfolio
-
Envestnet Asset Management Inc18.2MShares$2.03 Billion0.69% of portfolio
-
Wells Fargo & Company San Francisco, CA17.2MShares$1.92 Billion0.46% of portfolio