Wr Wealth Planners, LLC Ishares Core S&P Sm Cap ETF Transaction History
Wr Wealth Planners, LLC
- $301 Million
- Q4 2024
A detailed history of Wr Wealth Planners, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 3,374 shares of IJR stock, worth $399,684. This represents 0.13% of its overall portfolio holdings.
Number of Shares
3,374
Previous 3,935
14.26%
Holding current value
$399,684
Previous $460,000
15.65%
% of portfolio
0.13%
Previous 0.13%
Shares
12 transactions
Others Institutions Holding IJR
# of Institutions
2,829Shares Held
564MCall Options Held
554KPut Options Held
325K-
Northwestern Mutual Wealth Management CO41.3MShares$4.89 Billion3.33% of portfolio
-
Bank Of America Corp Charlotte, NC32MShares$3.79 Billion0.26% of portfolio
-
Kingstone Capital Partners Texas, LLC Frisco, TX19.3MShares$2.28 Billion0.33% of portfolio
-
Morgan Stanley New York, NY18.1MShares$2.15 Billion0.13% of portfolio
-
Envestnet Asset Management Inc16.8MShares$1.99 Billion0.56% of portfolio