Vest Gen Advisors, LLC Ishares Core S&P Sm Cap ETF Transaction History
Vest Gen Advisors, LLC
- $3 Trillion
- Q3 2025
A detailed history of Vest Gen Advisors, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Vest Gen Advisors, LLC holds 27,072 shares of IJR stock, worth $3.16 Million. This represents 0.11% of its overall portfolio holdings.
Number of Shares
27,072
Previous 39,835
32.04%
Holding current value
$3.16 Million
Previous $4.35 Billion
26.11%
% of portfolio
0.11%
Previous 0.17%
Shares
3 transactions
Others Institutions Holding IJR
# of Institutions
2,881Shares Held
537MCall Options Held
490KPut Options Held
348K-
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