New Insight Wealth Advisors Ishares Core S&P Sm Cap ETF Transaction History
New Insight Wealth Advisors
- $190 Billion
- Q3 2024
A detailed history of New Insight Wealth Advisors transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, New Insight Wealth Advisors holds 3,126 shares of IJR stock, worth $361,990. This represents 0.19% of its overall portfolio holdings.
Number of Shares
3,126
Previous 3,211
2.65%
Holding current value
$361,990
Previous $342 Million
6.75%
% of portfolio
0.19%
Previous 0.2%
Shares
4 transactions
Others Institutions Holding IJR
# of Institutions
2,569Shares Held
500MCall Options Held
1.04MPut Options Held
671K-
Northwestern Mutual Wealth Management CO36.3MShares$4.21 Billion3.79% of portfolio
-
Bank Of America Corp Charlotte, NC31MShares$3.59 Billion0.31% of portfolio
-
Morgan Stanley New York, NY18.7MShares$2.16 Billion0.16% of portfolio
-
Envestnet Asset Management Inc17.8MShares$2.06 Billion0.69% of portfolio
-
Wells Fargo & Company San Francisco, CA16.1MShares$1.87 Billion0.44% of portfolio