Shepherd Wealth Management LTD Liability CO Ishares Core S&P Sm Cap ETF Transaction History
Shepherd Wealth Management LTD Liability CO
- $102 Billion
- Q4 2024
A detailed history of Shepherd Wealth Management LTD Liability CO transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Shepherd Wealth Management LTD Liability CO holds 67,578 shares of IJR stock, worth $7.92 Million. This represents 7.66% of its overall portfolio holdings.
Number of Shares
67,578Holding current value
$7.92 Million% of portfolio
7.66%Shares
1 transactions
Others Institutions Holding IJR
# of Institutions
2,705Shares Held
523MCall Options Held
947KPut Options Held
614K-
Northwestern Mutual Wealth Management CO36.3MShares$4.26 Billion3.79% of portfolio
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Bank Of America Corp Charlotte, NC31MShares$3.63 Billion0.31% of portfolio
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Morgan Stanley New York, NY18.7MShares$2.19 Billion0.16% of portfolio
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Envestnet Asset Management Inc17.8MShares$2.08 Billion0.69% of portfolio
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Wells Fargo & Company San Francisco, CA16.1MShares$1.89 Billion0.44% of portfolio