Wipfli Financial Advisors Llc, Ishares Core S&P Sm Cap ETF Transaction History
Wipfli Financial Advisors Llc,
- $1.42 Billion
- Q3 2022
A detailed history of Wipfli Financial Advisors Llc, transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Wipfli Financial Advisors Llc, holds 373,166 shares of IJR stock, worth $40.5 Million. This represents 2.29% of its overall portfolio holdings.
Number of Shares
373,166
Previous 329,099
13.39%
Holding current value
$40.5 Million
Previous $30.4 Million
6.98%
% of portfolio
2.29%
Previous 3.61%
Shares
7 transactions
Others Institutions Holding IJR
# of Institutions
2,823Shares Held
537MCall Options Held
877KPut Options Held
272K-
Northwestern Mutual Wealth Management CO38.1MShares$4.14 Billion3.73% of portfolio
-
Bank Of America Corp Charlotte, NC32.1MShares$3.48 Billion0.32% of portfolio
-
Morgan Stanley New York, NY19.2MShares$2.08 Billion0.16% of portfolio
-
Envestnet Asset Management Inc18.2MShares$1.97 Billion0.69% of portfolio
-
Wells Fargo & Company San Francisco, CA17.2MShares$1.86 Billion0.46% of portfolio