Cove Private Wealth, LLC Ishares Core S&P Sm Cap ETF Transaction History
Cove Private Wealth, LLC
- $316 Billion
- Q3 2025
A detailed history of Cove Private Wealth, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Cove Private Wealth, LLC holds 4,365 shares of IJR stock, worth $510,050. This represents 0.16% of its overall portfolio holdings.
Number of Shares
4,365
Previous 4,365
-0.0%
Holding current value
$510,050
Previous $477 Million
8.73%
% of portfolio
0.16%
Previous 0.17%
Shares
3 transactions
Others Institutions Holding IJR
# of Institutions
2,884Shares Held
537MCall Options Held
490KPut Options Held
348K-
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
-
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