Proactive Wealth Strategies LLC Ishares Core S&P Sm Cap ETF Transaction History
Proactive Wealth Strategies LLC
- $180 Million
- Q3 2024
A detailed history of Proactive Wealth Strategies LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Proactive Wealth Strategies LLC holds 1,858 shares of IJR stock, worth $218,073. This represents 0.12% of its overall portfolio holdings.
Number of Shares
1,858Holding current value
$218,073% of portfolio
0.12%Shares
1 transactions
Others Institutions Holding IJR
# of Institutions
2,524Shares Held
494MCall Options Held
771KPut Options Held
97.4K-
Northwestern Mutual Wealth Management CO34.9MShares$4.1 Billion3.68% of portfolio
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Bank Of America Corp Charlotte, NC30.4MShares$3.57 Billion0.29% of portfolio
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Morgan Stanley New York, NY18.2MShares$2.14 Billion0.15% of portfolio
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Envestnet Asset Management Inc17.1MShares$2.01 Billion0.65% of portfolio
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Wells Fargo & Company San Francisco, CA15.9MShares$1.87 Billion0.42% of portfolio