National Wealth Management Group, LLC Ishares Core S&P Sm Cap ETF Transaction History
National Wealth Management Group, LLC
- $150 Billion
- Q4 2024
A detailed history of National Wealth Management Group, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, National Wealth Management Group, LLC holds 7,424 shares of IJR stock, worth $773,877. This represents 0.57% of its overall portfolio holdings.
Number of Shares
7,424
Previous 7,398
0.35%
Holding current value
$773,877
Previous $865 Million
1.14%
% of portfolio
0.57%
Previous 0.59%
Shares
12 transactions
Others Institutions Holding IJR
# of Institutions
2,829Shares Held
537MCall Options Held
877KPut Options Held
272K-
Northwestern Mutual Wealth Management CO38.1MShares$3.97 Billion3.73% of portfolio
-
Bank Of America Corp Charlotte, NC32.1MShares$3.34 Billion0.32% of portfolio
-
Morgan Stanley New York, NY19.2MShares$2 Billion0.16% of portfolio
-
Envestnet Asset Management Inc18.2MShares$1.89 Billion0.69% of portfolio
-
Wells Fargo & Company San Francisco, CA17.2MShares$1.79 Billion0.46% of portfolio