Wellspring Financial Advisors, LLC Ishares Core S&P Sm Cap ETF Transaction History
Wellspring Financial Advisors, LLC
- $996 Billion
- Q2 2025
A detailed history of Wellspring Financial Advisors, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Wellspring Financial Advisors, LLC holds 517,145 shares of IJR stock, worth $60.9 Million. This represents 1.69% of its overall portfolio holdings.
Number of Shares
517,145
Previous 515,527
0.31%
Holding current value
$60.9 Million
Previous $15.6 Billion
8.01%
% of portfolio
1.69%
Previous 1.73%
Shares
22 transactions
Others Institutions Holding IJR
# of Institutions
2,839Shares Held
545MCall Options Held
554KPut Options Held
325K-
Northwestern Mutual Wealth Management CO41.3MShares$4.87 Billion3.33% of portfolio
-
Bank Of America Corp Charlotte, NC32MShares$3.77 Billion0.26% of portfolio
-
Morgan Stanley New York, NY18.1MShares$2.14 Billion0.13% of portfolio
-
Envestnet Asset Management Inc16.8MShares$1.98 Billion0.56% of portfolio
-
Wells Fargo & Company San Francisco, CA16.4MShares$1.94 Billion0.38% of portfolio