Atlas Private Wealth Management Ishares Core S&P Sm Cap ETF Transaction History
Atlas Private Wealth Management
- $227 Million
- Q1 2024
A detailed history of Atlas Private Wealth Management transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Atlas Private Wealth Management holds 17,908 shares of IJR stock, worth $2.01 Million. This represents 0.87% of its overall portfolio holdings.
Number of Shares
17,908
Previous 13,522
32.44%
Holding current value
$2.01 Million
Previous $1.46 Million
35.27%
% of portfolio
0.87%
Previous 0.72%
Shares
18 transactions
Others Institutions Holding IJR
# of Institutions
2,475Shares Held
489MCall Options Held
727KPut Options Held
97.4K-
Northwestern Mutual Wealth Management CO34.9MShares$3.92 Billion3.68% of portfolio
-
Bank Of America Corp Charlotte, NC30.4MShares$3.42 Billion0.29% of portfolio
-
Morgan Stanley New York, NY18.2MShares$2.05 Billion0.15% of portfolio
-
Envestnet Asset Management Inc17.1MShares$1.92 Billion0.65% of portfolio
-
Wells Fargo & Company San Francisco, CA15.9MShares$1.79 Billion0.42% of portfolio