Lvw Advisors, LLC Ishares Core S&P Sm Cap ETF Transaction History
Lvw Advisors, LLC
- $788 Million
- Q1 2025
A detailed history of Lvw Advisors, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Lvw Advisors, LLC holds 90,639 shares of IJR stock, worth $8.73 Million. This represents 1.2% of its overall portfolio holdings.
Number of Shares
90,639
Previous 73,771
22.87%
Holding current value
$8.73 Million
Previous $8.5 Million
10.92%
% of portfolio
1.2%
Previous 1.06%
Shares
8 transactions
Others Institutions Holding IJR
# of Institutions
2,834Shares Held
538MCall Options Held
877KPut Options Held
272K-
Northwestern Mutual Wealth Management CO38.1MShares$3.67 Billion3.73% of portfolio
-
Bank Of America Corp Charlotte, NC32.1MShares$3.09 Billion0.32% of portfolio
-
Morgan Stanley New York, NY19.2MShares$1.84 Billion0.16% of portfolio
-
Envestnet Asset Management Inc18.2MShares$1.75 Billion0.69% of portfolio
-
Wells Fargo & Company San Francisco, CA17.2MShares$1.65 Billion0.46% of portfolio