Ropes Wealth Advisors LLC Ishares Core S&P Sm Cap ETF Transaction History
Ropes Wealth Advisors LLC
- $512 Million
- Q3 2023
A detailed history of Ropes Wealth Advisors LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Ropes Wealth Advisors LLC holds 94,587 shares of IJR stock, worth $11 Million. This represents 1.74% of its overall portfolio holdings.
Number of Shares
94,587
Previous 96,743
2.23%
Holding current value
$11 Million
Previous $9.64 Million
7.45%
% of portfolio
1.74%
Previous 1.61%
Shares
22 transactions
Others Institutions Holding IJR
# of Institutions
2,569Shares Held
500MCall Options Held
1.04MPut Options Held
671K-
Northwestern Mutual Wealth Management CO36.3MShares$4.21 Billion3.79% of portfolio
-
Bank Of America Corp Charlotte, NC31MShares$3.59 Billion0.31% of portfolio
-
Morgan Stanley New York, NY18.7MShares$2.16 Billion0.16% of portfolio
-
Envestnet Asset Management Inc17.8MShares$2.06 Billion0.69% of portfolio
-
Wells Fargo & Company San Francisco, CA16.1MShares$1.87 Billion0.44% of portfolio