Bestgate Wealth Advisors, LLC Ishares Core S&P Sm Cap ETF Transaction History
Bestgate Wealth Advisors, LLC
- $49.8 Billion
- Q4 2024
A detailed history of Bestgate Wealth Advisors, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Bestgate Wealth Advisors, LLC holds 8,876 shares of IJR stock, worth $1.04 Million. This represents 2.05% of its overall portfolio holdings.
Number of Shares
8,876Holding current value
$1.04 Million% of portfolio
2.05%Shares
1 transactions
Others Institutions Holding IJR
# of Institutions
2,766Shares Held
533MCall Options Held
941KPut Options Held
626K-
Northwestern Mutual Wealth Management CO38.1MShares$4.47 Billion3.73% of portfolio
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Bank Of America Corp Charlotte, NC31MShares$3.63 Billion0.31% of portfolio
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Morgan Stanley New York, NY18.7MShares$2.19 Billion0.16% of portfolio
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Envestnet Asset Management Inc18.2MShares$2.13 Billion0.69% of portfolio
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Wells Fargo & Company San Francisco, CA17.2MShares$2.01 Billion0.46% of portfolio