Whalen Wealth Management Inc. Ishares Core S&P Sm Cap ETF Transaction History
Whalen Wealth Management Inc.
- $171 Billion
- Q3 2025
A detailed history of Whalen Wealth Management Inc. transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Whalen Wealth Management Inc. holds 1,700 shares of IJR stock, worth $198,645. This represents 0.12% of its overall portfolio holdings.
Number of Shares
1,700Holding current value
$198,645% of portfolio
0.12%Shares
1 transactions
Others Institutions Holding IJR
# of Institutions
2,881Shares Held
537MCall Options Held
490KPut Options Held
336K-
Northwestern Mutual Wealth Management CO42.3MShares$4.95 Billion3.41% of portfolio
-
Bank Of America Corp Charlotte, NC31.7MShares$3.7 Billion0.26% of portfolio
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Morgan Stanley New York, NY18MShares$2.1 Billion0.13% of portfolio
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Lpl Financial LLC Fort Mill, SC16.5MShares$1.93 Billion0.61% of portfolio
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Wells Fargo & Company San Francisco, CA15.4MShares$1.8 Billion0.36% of portfolio