Able Wealth Management LLC Ishares Core S&P Sm Cap ETF Transaction History

Able Wealth Management LLC

$152 Billion
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 20, 2024	BUY	$87.61 - $110.11 $613 - $770	7 New	7 $789,000

Others Institutions Holding IJR

# of Institutions

2,766

Shares Held

533M

Call Options Held

941K

Put Options Held

626K

Northwestern Mutual Wealth Management CO

38.1M
Shares

$4.47 Billion
3.73% of portfolio
Bank Of America Corp Charlotte, NC

31M
Shares

$3.63 Billion
0.31% of portfolio
Morgan Stanley New York, NY

18.7M
Shares

$2.19 Billion
0.16% of portfolio
Envestnet Asset Management Inc

18.2M
Shares

$2.13 Billion
0.69% of portfolio
Wells Fargo & Company San Francisco, CA

17.2M
Shares

$2.01 Billion
0.46% of portfolio

About ISHARES CORE S&P SM CAP ETF

Ticker IJR
Sector ETFs
Industry ETFs

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