Alta Wealth Advisors LLC Ishares Core S&P Sm Cap ETF Transaction History
Alta Wealth Advisors LLC
- $226 Million
- Q4 2024
A detailed history of Alta Wealth Advisors LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Alta Wealth Advisors LLC holds 5,850 shares of IJR stock, worth $614,250. This represents 0.3% of its overall portfolio holdings.
Number of Shares
5,850
Previous 5,450
7.34%
Holding current value
$614,250
Previous $637,000
5.81%
% of portfolio
0.3%
Previous 0.29%
Shares
16 transactions
Others Institutions Holding IJR
# of Institutions
2,830Shares Held
537MCall Options Held
877KPut Options Held
272K-
Northwestern Mutual Wealth Management CO38.1MShares$4 Billion3.73% of portfolio
-
Bank Of America Corp Charlotte, NC32.1MShares$3.37 Billion0.32% of portfolio
-
Morgan Stanley New York, NY19.2MShares$2.01 Billion0.16% of portfolio
-
Envestnet Asset Management Inc18.2MShares$1.91 Billion0.69% of portfolio
-
Wells Fargo & Company San Francisco, CA17.2MShares$1.8 Billion0.46% of portfolio