Values Added Financial LLC Ishares Core S&P Sm Cap ETF Transaction History
Values Added Financial LLC
- $159 Billion
- Q3 2024
A detailed history of Values Added Financial LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Values Added Financial LLC holds 1,720 shares of IJR stock, worth $195,942. This represents 0.13% of its overall portfolio holdings.
Number of Shares
1,720Holding current value
$195,942% of portfolio
0.13%Shares
1 transactions
Others Institutions Holding IJR
# of Institutions
2,522Shares Held
493MCall Options Held
736KPut Options Held
97.4K-
Northwestern Mutual Wealth Management CO34.9MShares$3.98 Billion3.68% of portfolio
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Bank Of America Corp Charlotte, NC30.4MShares$3.47 Billion0.29% of portfolio
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Morgan Stanley New York, NY18.2MShares$2.08 Billion0.15% of portfolio
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Envestnet Asset Management Inc17.1MShares$1.95 Billion0.65% of portfolio
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Wells Fargo & Company San Francisco, CA15.9MShares$1.81 Billion0.42% of portfolio