White Knight Strategic Wealth Advisors, LLC Ishares Core S&P Sm Cap ETF Transaction History
White Knight Strategic Wealth Advisors, LLC
- $93.1 Million
- Q1 2024
A detailed history of White Knight Strategic Wealth Advisors, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, White Knight Strategic Wealth Advisors, LLC holds 18,969 shares of IJR stock, worth $2.02 Million. This represents 2.25% of its overall portfolio holdings.
Number of Shares
18,969
Previous 19,887
4.62%
Holding current value
$2.02 Million
Previous $2.15 Million
2.6%
% of portfolio
2.25%
Previous 2.48%
Shares
10 transactions
Others Institutions Holding IJR
# of Institutions
2,450Shares Held
481MCall Options Held
625KPut Options Held
581K-
Northwestern Mutual Wealth Management CO33.8MShares$3.6 Billion3.84% of portfolio
-
Bank Of America Corp Charlotte, NC30.7MShares$3.27 Billion0.32% of portfolio
-
Morgan Stanley New York, NY19.2MShares$2.05 Billion0.17% of portfolio
-
Wells Fargo & Company San Francisco, CA16.6MShares$1.77 Billion0.45% of portfolio
-
Lpl Financial LLC Fort Mill, SC13MShares$1.39 Billion0.79% of portfolio