Wealth Architects, LLC Ishares Core S&P Sm Cap ETF Transaction History
Wealth Architects, LLC
- $848 Million
- Q3 2024
A detailed history of Wealth Architects, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Wealth Architects, LLC holds 463,817 shares of IJR stock, worth $54.1 Million. This represents 6.4% of its overall portfolio holdings.
Number of Shares
463,817
Previous 439,365
5.57%
Holding current value
$54.1 Million
Previous $46.9 Million
15.76%
% of portfolio
6.4%
Previous 5.91%
Shares
30 transactions
Others Institutions Holding IJR
# of Institutions
2,569Shares Held
500MCall Options Held
1.04MPut Options Held
671K-
Northwestern Mutual Wealth Management CO36.3MShares$4.24 Billion3.79% of portfolio
-
Bank Of America Corp Charlotte, NC31MShares$3.62 Billion0.31% of portfolio
-
Morgan Stanley New York, NY18.7MShares$2.18 Billion0.16% of portfolio
-
Envestnet Asset Management Inc17.8MShares$2.07 Billion0.69% of portfolio
-
Wells Fargo & Company San Francisco, CA16.1MShares$1.88 Billion0.44% of portfolio