Melfa Wealth Management, LLC Ishares Core S&P Sm Cap ETF Transaction History
Melfa Wealth Management, LLC
- $150 Billion
- Q4 2024
A detailed history of Melfa Wealth Management, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Melfa Wealth Management, LLC holds 4,395 shares of IJR stock, worth $518,566. This represents 0.34% of its overall portfolio holdings.
Number of Shares
4,395
Previous 4,313
1.9%
Holding current value
$518,566
Previous $504 Million
0.37%
% of portfolio
0.34%
Previous 0.33%
Shares
4 transactions
Others Institutions Holding IJR
# of Institutions
2,589Shares Held
500MCall Options Held
1.04MPut Options Held
671K-
Northwestern Mutual Wealth Management CO36.3MShares$4.29 Billion3.79% of portfolio
-
Bank Of America Corp Charlotte, NC31MShares$3.66 Billion0.31% of portfolio
-
Morgan Stanley New York, NY18.7MShares$2.2 Billion0.16% of portfolio
-
Envestnet Asset Management Inc17.8MShares$2.1 Billion0.69% of portfolio
-
Wells Fargo & Company San Francisco, CA16.1MShares$1.9 Billion0.44% of portfolio