Windsor Advisory Group, LLC Ishares Core S&P Sm Cap ETF Transaction History
Windsor Advisory Group, LLC
- $86 Billion
- Q4 2024
A detailed history of Windsor Advisory Group, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Windsor Advisory Group, LLC holds 6,989 shares of IJR stock, worth $785,703. This represents 0.94% of its overall portfolio holdings.
Number of Shares
6,989
Previous 6,103
14.52%
Holding current value
$785,703
Previous $714 Million
12.81%
% of portfolio
0.94%
Previous 0.81%
Shares
3 transactions
Others Institutions Holding IJR
# of Institutions
2,815Shares Held
537MCall Options Held
877KPut Options Held
272K-
Northwestern Mutual Wealth Management CO38.1MShares$4.29 Billion3.73% of portfolio
-
Bank Of America Corp Charlotte, NC32.1MShares$3.6 Billion0.32% of portfolio
-
Morgan Stanley New York, NY19.2MShares$2.15 Billion0.16% of portfolio
-
Envestnet Asset Management Inc18.2MShares$2.04 Billion0.69% of portfolio
-
Wells Fargo & Company San Francisco, CA17.2MShares$1.93 Billion0.46% of portfolio