Convergence Financial, LLC Ishares Core S&P Sm Cap ETF Transaction History
Convergence Financial, LLC
- $471 Billion
- Q3 2024
A detailed history of Convergence Financial, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Convergence Financial, LLC holds 30,634 shares of IJR stock, worth $3.83 Million. This represents 0.76% of its overall portfolio holdings.
Number of Shares
30,634
Previous 20,829
47.07%
Holding current value
$3.83 Million
Previous $2.22 Billion
61.28%
% of portfolio
0.76%
Previous 0.59%
Shares
5 transactions
Others Institutions Holding IJR
# of Institutions
2,567Shares Held
500MCall Options Held
1.04MPut Options Held
671K-
Northwestern Mutual Wealth Management CO36.3MShares$4.54 Billion3.79% of portfolio
-
Bank Of America Corp Charlotte, NC31MShares$3.87 Billion0.31% of portfolio
-
Morgan Stanley New York, NY18.7MShares$2.33 Billion0.16% of portfolio
-
Envestnet Asset Management Inc17.8MShares$2.22 Billion0.69% of portfolio
-
Wells Fargo & Company San Francisco, CA16.1MShares$2.02 Billion0.44% of portfolio