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 $41.9 Million. This represents 2.29% of its overall portfolio holdings.
Number of Shares
373,166
Previous 329,099
13.39%
Holding current value
$41.9 Million
Previous $30.4 Million
6.98%
% of portfolio
2.29%
Previous 3.61%
Shares
7 transactions
Others Institutions Holding IJR
# of Institutions
2,815Shares Held
559MCall Options Held
533KPut Options Held
389K-
Northwestern Mutual Wealth Management CO39.1MShares$4.39 Billion3.37% of portfolio
-
Bank Of America Corp Charlotte, NC33MShares$3.71 Billion0.28% of portfolio
-
Kingstone Capital Partners Texas, LLC Frisco, TX19.3MShares$2.16 Billion0.33% of portfolio
-
Morgan Stanley New York, NY18.7MShares$2.1 Billion0.14% of portfolio
-
Envestnet Asset Management Inc17.8MShares$2 Billion0.62% of portfolio