Wade Financial Advisory, Inc Ishares Core S&P Sm Cap ETF Transaction History
Wade Financial Advisory, Inc
- $295 Million
- Q4 2024
A detailed history of Wade Financial Advisory, Inc transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Wade Financial Advisory, Inc holds 2,264 shares of IJR stock, worth $265,295. This represents 0.09% of its overall portfolio holdings.
Number of Shares
2,264
Previous 2,264
-0.0%
Holding current value
$265,295
Previous $264,000
1.52%
% of portfolio
0.09%
Previous 0.09%
Shares
5 transactions
Others Institutions Holding IJR
# of Institutions
2,788Shares Held
536MCall Options Held
995KPut Options Held
461K-
Northwestern Mutual Wealth Management CO38.1MShares$4.47 Billion3.73% of portfolio
-
Bank Of America Corp Charlotte, NC32.1MShares$3.76 Billion0.32% of portfolio
-
Morgan Stanley New York, NY19.2MShares$2.24 Billion0.16% of portfolio
-
Envestnet Asset Management Inc18.2MShares$2.13 Billion0.69% of portfolio
-
Wells Fargo & Company San Francisco, CA17.2MShares$2.01 Billion0.46% of portfolio