Perissos Private Wealth Management, LLC Ishares Core S&P Sm Cap ETF Transaction History

Perissos Private Wealth Management, LLC

$125 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 09, 2024	BUY	$102.13 - $110.88 $883,424 - $959,112	8,650 New	8,650 $923 Million

Others Institutions Holding IJR

# of Institutions

2,566

Shares Held

500M

Call Options Held

1.04M

Put Options Held

671K

Northwestern Mutual Wealth Management CO

36.3M
Shares

$4.54 Billion
3.79% of portfolio
Bank Of America Corp Charlotte, NC

31M
Shares

$3.87 Billion
0.31% of portfolio
Morgan Stanley New York, NY

18.7M
Shares

$2.33 Billion
0.16% of portfolio
Envestnet Asset Management Inc

17.8M
Shares

$2.22 Billion
0.69% of portfolio
Wells Fargo & Company San Francisco, CA

16.1M
Shares

$2.02 Billion
0.44% of portfolio

About ISHARES CORE S&P SM CAP ETF

Ticker IJR
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Perissos Private Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Perissos Private Wealth Management, LLC with notifications on news.