Watershed Private Wealth LLC Ishares Core S&P Sm Cap ETF Transaction History
Watershed Private Wealth LLC
- $235 Billion
- Q2 2024
A detailed history of Watershed Private Wealth LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Watershed Private Wealth LLC holds 8,243 shares of IJR stock, worth $942,587. This represents 0.37% of its overall portfolio holdings.
Number of Shares
8,243
Previous 11,421
27.83%
Holding current value
$942,587
Previous $1.26 Billion
30.35%
% of portfolio
0.37%
Previous 0.56%
Shares
7 transactions
Others Institutions Holding IJR
# of Institutions
2,476Shares Held
489MCall Options Held
727KPut Options Held
97.4K-
Northwestern Mutual Wealth Management CO34.9MShares$3.99 Billion3.68% of portfolio
-
Bank Of America Corp Charlotte, NC30.4MShares$3.48 Billion0.29% of portfolio
-
Morgan Stanley New York, NY18.2MShares$2.08 Billion0.15% of portfolio
-
Envestnet Asset Management Inc17.1MShares$1.96 Billion0.65% of portfolio
-
Wells Fargo & Company San Francisco, CA15.9MShares$1.82 Billion0.42% of portfolio