Marshall & Sterling Wealth Advisors Inc. Ishares Core S&P Sm Cap ETF Transaction History
Marshall & Sterling Wealth Advisors Inc.
- $145 Billion
- Q4 2024
A detailed history of Marshall & Sterling Wealth Advisors Inc. transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Marshall & Sterling Wealth Advisors Inc. holds 24,307 shares of IJR stock, worth $2.86 Million. This represents 1.94% of its overall portfolio holdings.
Number of Shares
24,307Holding current value
$2.86 Million% of portfolio
1.94%Shares
1 transactions
Others Institutions Holding IJR
# of Institutions
2,807Shares Held
537MCall Options Held
877KPut Options Held
272K-
Northwestern Mutual Wealth Management CO38.1MShares$4.49 Billion3.73% of portfolio
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Bank Of America Corp Charlotte, NC32.1MShares$3.78 Billion0.32% of portfolio
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Morgan Stanley New York, NY19.2MShares$2.26 Billion0.16% of portfolio
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Envestnet Asset Management Inc18.2MShares$2.14 Billion0.69% of portfolio
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Wells Fargo & Company San Francisco, CA17.2MShares$2.02 Billion0.46% of portfolio