Tru Independence Asset Management 2, LLC Ishares Core S&P Sm Cap ETF Transaction History
Tru Independence Asset Management 2, LLC
- $106 Million
- Q4 2024
A detailed history of Tru Independence Asset Management 2, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Tru Independence Asset Management 2, LLC holds 3,999 shares of IJR stock, worth $450,487. This represents 0.43% of its overall portfolio holdings.
Number of Shares
3,999
Previous 3,688
8.43%
Holding current value
$450,487
Previous $431,000
6.73%
% of portfolio
0.43%
Previous 0.38%
Shares
9 transactions
Others Institutions Holding IJR
# of Institutions
2,815Shares Held
537MCall Options Held
877KPut Options Held
272K-
Northwestern Mutual Wealth Management CO38.1MShares$4.29 Billion3.73% of portfolio
-
Bank Of America Corp Charlotte, NC32.1MShares$3.61 Billion0.32% of portfolio
-
Morgan Stanley New York, NY19.2MShares$2.16 Billion0.16% of portfolio
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Envestnet Asset Management Inc18.2MShares$2.05 Billion0.69% of portfolio
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Wells Fargo & Company San Francisco, CA17.2MShares$1.93 Billion0.46% of portfolio