Wfa Of San Diego, LLC Ishares Core S&P Sm Cap ETF Transaction History
Wfa Of San Diego, LLC
- $132 Million
- Q2 2025
A detailed history of Wfa Of San Diego, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Wfa Of San Diego, LLC holds 7,411 shares of IJR stock, worth $872,941. This represents 0.61% of its overall portfolio holdings.
Number of Shares
7,411
Previous 7,311
1.37%
Holding current value
$872,941
Previous $855,000
5.38%
% of portfolio
0.61%
Previous 0.74%
Shares
15 transactions
Others Institutions Holding IJR
# of Institutions
2,844Shares 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