Wr Wealth Planners, LLC Ishares Core S&P Sm Cap ETF Transaction History
Wr Wealth Planners, LLC
- $301 Million
- Q4 2024
A detailed history of Wr Wealth Planners, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 3,374 shares of IJR stock, worth $394,251. This represents 0.13% of its overall portfolio holdings.
Number of Shares
3,374
Previous 3,935
14.26%
Holding current value
$394,251
Previous $460,000
15.65%
% of portfolio
0.13%
Previous 0.13%
Shares
12 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