Tanglewood Legacy Advisors, LLC Ishares Core S&P Sm Cap ETF Transaction History
Tanglewood Legacy Advisors, LLC
- $234 Billion
- Q4 2024
A detailed history of Tanglewood Legacy Advisors, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Tanglewood Legacy Advisors, LLC holds 468 shares of IJR stock, worth $52,865. This represents 0.02% of its overall portfolio holdings.
Number of Shares
468
Previous 788
40.61%
Holding current value
$52,865
Previous $92.2 Million
41.49%
% of portfolio
0.02%
Previous 0.04%
Shares
2 transactions
Others Institutions Holding IJR
# of Institutions
2,814Shares Held
537MCall Options Held
877KPut Options Held
272K-
Northwestern Mutual Wealth Management CO38.1MShares$4.31 Billion3.73% of portfolio
-
Bank Of America Corp Charlotte, NC32.1MShares$3.62 Billion0.32% of portfolio
-
Morgan Stanley New York, NY19.2MShares$2.16 Billion0.16% of portfolio
-
Envestnet Asset Management Inc18.2MShares$2.05 Billion0.69% of portfolio
-
Wells Fargo & Company San Francisco, CA17.2MShares$1.94 Billion0.46% of portfolio