Hubbell Strickland Wealth Management, LLC Ishares Core S&P Sm Cap ETF Transaction History
Hubbell Strickland Wealth Management, LLC
- $205 Million
- Q4 2024
A detailed history of Hubbell Strickland Wealth Management, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Hubbell Strickland Wealth Management, LLC holds 32,711 shares of IJR stock, worth $3.87 Million. This represents 1.84% of its overall portfolio holdings.
Number of Shares
32,711
Previous 29,662
10.28%
Holding current value
$3.87 Million
Previous $3.47 Million
8.62%
% of portfolio
1.84%
Previous 1.67%
Shares
22 transactions
Others Institutions Holding IJR
# of Institutions
2,637Shares Held
504MCall Options Held
1.03MPut Options Held
671K-
Northwestern Mutual Wealth Management CO36.3MShares$4.3 Billion3.79% of portfolio
-
Bank Of America Corp Charlotte, NC31MShares$3.67 Billion0.31% of portfolio
-
Morgan Stanley New York, NY18.7MShares$2.21 Billion0.16% of portfolio
-
Envestnet Asset Management Inc17.8MShares$2.1 Billion0.69% of portfolio
-
Wells Fargo & Company San Francisco, CA16.1MShares$1.91 Billion0.44% of portfolio