Alpha Omega Wealth Management LLC Ishares Core S&P Sm Cap ETF Transaction History
Alpha Omega Wealth Management LLC
- $542 Million
- Q3 2024
A detailed history of Alpha Omega Wealth Management LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Alpha Omega Wealth Management LLC holds 9,755 shares of IJR stock, worth $1.22 Million. This represents 0.21% of its overall portfolio holdings.
Number of Shares
9,755
Previous 9,824
0.7%
Holding current value
$1.22 Million
Previous $1.05 Million
8.88%
% of portfolio
0.21%
Previous 0.2%
Shares
27 transactions
Others Institutions Holding IJR
# of Institutions
2,566Shares 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