Portland Financial Advisors Inc Ishares Core S&P Sm Cap ETF Transaction History
Portland Financial Advisors Inc
- $46.9 Billion
- Q3 2025
A detailed history of Portland Financial Advisors Inc transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Portland Financial Advisors Inc holds 3,228 shares of IJR stock, worth $377,191. This represents 0.82% of its overall portfolio holdings.
Number of Shares
3,228
Previous 3,228
-0.0%
Holding current value
$377,191
Previous $353 Million
8.73%
% of portfolio
0.82%
Previous 0.85%
Shares
3 transactions
Others Institutions Holding IJR
# of Institutions
2,881Shares Held
537MCall Options Held
490KPut Options Held
336K-
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