Accretive Wealth Partners, LLC Ishares S&P Smallcap 600 Value Transaction History
Accretive Wealth Partners, LLC
- $236 Million
- Q2 2024
A detailed history of Accretive Wealth Partners, LLC transactions in Ishares S&P Smallcap 600 Value stock. As of the latest transaction made, Accretive Wealth Partners, LLC holds 51,119 shares of IJS stock, worth $5.43 Million. This represents 2.11% of its overall portfolio holdings.
Number of Shares
51,119
Previous 50,956
0.32%
Holding current value
$5.43 Million
Previous $5.24 Million
5.04%
% of portfolio
2.11%
Previous 2.29%
Shares
15 transactions
Others Institutions Holding IJS
# of Institutions
803Shares Held
39.4MCall Options Held
15.5KPut Options Held
5.6K-
Morgan Stanley New York, NY3.47MShares$368 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC3.45MShares$366 Million0.03% of portfolio
-
M&T Bank Corp1.52MShares$162 Million0.51% of portfolio
-
Regions Financial Corp1.46MShares$155 Million1.08% of portfolio
-
Wells Fargo & Company San Francisco, CA1.33MShares$141 Million0.03% of portfolio