Wipfli Financial Advisors Llc, Ishares Core S&P Sm Cap ETF Transaction History
Wipfli Financial Advisors Llc,
- $1.42 Billion
- Q3 2022
A detailed history of Wipfli Financial Advisors Llc, transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Wipfli Financial Advisors Llc, holds 373,166 shares of IJR stock, worth $46.6 Million. This represents 2.29% of its overall portfolio holdings.
Number of Shares
373,166
Previous 329,099
13.39%
Holding current value
$46.6 Million
Previous $30.4 Million
6.98%
% of portfolio
2.29%
Previous 3.61%
Shares
7 transactions
Others Institutions Holding IJR
# of Institutions
2,566Shares Held
500MCall Options Held
1.04MPut Options Held
671K-
Northwestern Mutual Wealth Management CO36.3MShares$4.54 Billion3.79% of portfolio
-
Bank Of America Corp Charlotte, NC31MShares$3.87 Billion0.31% of portfolio
-
Morgan Stanley New York, NY18.7MShares$2.33 Billion0.16% of portfolio
-
Envestnet Asset Management Inc17.8MShares$2.22 Billion0.69% of portfolio
-
Wells Fargo & Company San Francisco, CA16.1MShares$2.02 Billion0.44% of portfolio