Financial Perspectives, Inc Ishares Core S&P Sm Cap ETF Transaction History
Financial Perspectives, Inc
- $298 Billion
- Q4 2024
A detailed history of Financial Perspectives, Inc transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Financial Perspectives, Inc holds 4,602 shares of IJR stock, worth $538,756. This represents 0.18% of its overall portfolio holdings.
Number of Shares
4,602
Previous 4,340
6.04%
Holding current value
$538,756
Previous $508 Million
4.47%
% of portfolio
0.18%
Previous 0.18%
Shares
18 transactions
Others Institutions Holding IJR
# of Institutions
2,719Shares Held
527MCall Options Held
947KPut Options Held
622K-
Northwestern Mutual Wealth Management CO38.1MShares$4.46 Billion3.73% of portfolio
-
Bank Of America Corp Charlotte, NC31MShares$3.63 Billion0.31% of portfolio
-
Morgan Stanley New York, NY18.7MShares$2.19 Billion0.16% of portfolio
-
Envestnet Asset Management Inc17.8MShares$2.08 Billion0.69% of portfolio
-
Wells Fargo & Company San Francisco, CA16.1MShares$1.89 Billion0.44% of portfolio