Life Steps Financial, Inc. Ishares Core S&P Sm Cap ETF Transaction History
Life Steps Financial, Inc.
- $128 Million
- Q3 2024
A detailed history of Life Steps Financial, Inc. transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Life Steps Financial, Inc. holds 4,485 shares of IJR stock, worth $518,779. This represents 0.41% of its overall portfolio holdings.
Number of Shares
4,485
Previous 5,096
11.99%
Holding current value
$518,779
Previous $543,000
3.5%
% of portfolio
0.41%
Previous 0.45%
Shares
15 transactions
Others Institutions Holding IJR
# of Institutions
2,517Shares Held
493MCall Options Held
727KPut Options Held
97.4K-
Northwestern Mutual Wealth Management CO34.9MShares$4.04 Billion3.68% of portfolio
-
Bank Of America Corp Charlotte, NC30.4MShares$3.52 Billion0.29% of portfolio
-
Morgan Stanley New York, NY18.2MShares$2.11 Billion0.15% of portfolio
-
Envestnet Asset Management Inc17.1MShares$1.98 Billion0.65% of portfolio
-
Wells Fargo & Company San Francisco, CA15.9MShares$1.84 Billion0.42% of portfolio