Jamison Private Wealth Management, Inc. Ishares Core S&P Sm Cap ETF Transaction History
Jamison Private Wealth Management, Inc.
- $823 Billion
- Q4 2025
A detailed history of Jamison Private Wealth Management, Inc. transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Jamison Private Wealth Management, Inc. holds 15,820 shares of IJR stock, worth $1.85 Million. This represents 0.23% of its overall portfolio holdings.
Number of Shares
15,820
Previous 15,122
4.62%
Holding current value
$1.85 Million
Previous $1.8 Billion
5.8%
% of portfolio
0.23%
Previous 0.23%
Shares
10 transactions
Others Institutions Holding IJR
# of Institutions
2,904Shares 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