Foster Victor Wealth Advisors, LLC Ishares Core S&P Sm Cap ETF Transaction History
Foster Victor Wealth Advisors, LLC
- $1.38 Billion
- Q3 2024
A detailed history of Foster Victor Wealth Advisors, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Foster Victor Wealth Advisors, LLC holds 15,179 shares of IJR stock, worth $1.73 Million. This represents 0.13% of its overall portfolio holdings.
Number of Shares
15,179
Previous 16,829
9.8%
Holding current value
$1.73 Million
Previous $1.79 Million
1.06%
% of portfolio
0.13%
Previous 0.14%
Shares
18 transactions
Others Institutions Holding IJR
# of Institutions
2,524Shares Held
494MCall Options Held
771KPut Options Held
97.4K-
Northwestern Mutual Wealth Management CO34.9MShares$3.99 Billion3.68% of portfolio
-
Bank Of America Corp Charlotte, NC30.4MShares$3.48 Billion0.29% of portfolio
-
Morgan Stanley New York, NY18.2MShares$2.08 Billion0.15% of portfolio
-
Envestnet Asset Management Inc17.1MShares$1.96 Billion0.65% of portfolio
-
Wells Fargo & Company San Francisco, CA15.9MShares$1.82 Billion0.42% of portfolio