Curio Wealth, LLC Ishares Core S&P Sm Cap ETF Transaction History

Curio Wealth, LLC

$186 Billion
Q4 2024

A detailed history of Curio Wealth, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Curio Wealth, LLC holds 270 shares of IJR stock, worth $31,638. This represents 0.02% of its overall portfolio holdings.

Number of Shares

270

Holding current value

$31,638

% of portfolio

0.02%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 10, 2025	BUY	$113.92 - $127.38 $30,758 - $34,392	270 New	270 $31.1 Million

Others Institutions Holding IJR

# of Institutions

2,766

Shares Held

533M

Call Options Held

941K

Put Options Held

626K

Northwestern Mutual Wealth Management CO

38.1M
Shares

$4.47 Billion
3.73% of portfolio
Bank Of America Corp Charlotte, NC

31M
Shares

$3.63 Billion
0.31% of portfolio
Morgan Stanley New York, NY

18.7M
Shares

$2.19 Billion
0.16% of portfolio
Envestnet Asset Management Inc

18.2M
Shares

$2.13 Billion
0.69% of portfolio
Wells Fargo & Company San Francisco, CA

17.2M
Shares

$2.01 Billion
0.46% of portfolio

View Full List

About ISHARES CORE S&P SM CAP ETF

Ticker IJR
Sector ETFs
Industry ETFs

More about IJR

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