Accredited Wealth Management, LLC Ishares Core S&P Sm Cap ETF Transaction History
Accredited Wealth Management, LLC
- $134 Billion
- Q3 2025
A detailed history of Accredited Wealth Management, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Accredited Wealth Management, LLC holds 138 shares of IJR stock, worth $16,125. This represents 1.08% of its overall portfolio holdings.
Number of Shares
138
Previous 12,264
98.87%
Holding current value
$16,125
Previous $1.34 Billion
8.15%
% of portfolio
1.08%
Previous 1.09%
Shares
4 transactions
Others Institutions Holding IJR
# of Institutions
2,881Shares Held
537MCall Options Held
490KPut Options Held
336K-
Northwestern Mutual Wealth Management CO42.3MShares$4.95 Billion3.41% of portfolio
-
Bank Of America Corp Charlotte, NC31.7MShares$3.7 Billion0.26% of portfolio
-
Morgan Stanley New York, NY18MShares$2.1 Billion0.13% of portfolio
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Lpl Financial LLC Fort Mill, SC16.5MShares$1.93 Billion0.61% of portfolio
-
Wells Fargo & Company San Francisco, CA15.4MShares$1.8 Billion0.36% of portfolio