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 $39.8 Million. This represents 2.29% of its overall portfolio holdings.
Number of Shares
373,166
Previous 329,099
13.39%
Holding current value
$39.8 Million
Previous $30.4 Million
6.98%
% of portfolio
2.29%
Previous 3.61%
Shares
7 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