Aprio Wealth Management, LLC Ishares Core S&P Sm Cap ETF Transaction History
Aprio Wealth Management, LLC
- $631 Million
- Q4 2024
A detailed history of Aprio Wealth Management, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Aprio Wealth Management, LLC holds 2,472 shares of IJR stock, worth $290,138. This represents 0.05% of its overall portfolio holdings.
Number of Shares
2,472
Previous 1,969
25.55%
Holding current value
$290,138
Previous $230,000
23.48%
% of portfolio
0.05%
Previous 0.04%
Shares
5 transactions
Others Institutions Holding IJR
# of Institutions
2,810Shares Held
537MCall Options Held
877KPut Options Held
272K-
Northwestern Mutual Wealth Management CO38.1MShares$4.47 Billion3.73% of portfolio
-
Bank Of America Corp Charlotte, NC32.1MShares$3.76 Billion0.32% of portfolio
-
Morgan Stanley New York, NY19.2MShares$2.25 Billion0.16% of portfolio
-
Envestnet Asset Management Inc18.2MShares$2.13 Billion0.69% of portfolio
-
Wells Fargo & Company San Francisco, CA17.2MShares$2.02 Billion0.46% of portfolio