Strategies Wealth Advisors, LLC Ishares Core S&P Sm Cap ETF Transaction History
Strategies Wealth Advisors, LLC
- $962 Billion
- Q3 2025
A detailed history of Strategies Wealth Advisors, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Strategies Wealth Advisors, LLC holds 4,812 shares of IJR stock, worth $562,282. This represents 0.06% of its overall portfolio holdings.
Number of Shares
4,812
Previous 7,035
31.6%
Holding current value
$562,282
Previous $769 Million
25.63%
% of portfolio
0.06%
Previous 0.08%
Shares
15 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