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 Million. This represents 0.87% of its overall portfolio holdings.
Number of Shares
17,908
Previous 13,522
32.44%
Holding current value
$2 Million
Previous $1.46 Million
35.27%
% of portfolio
0.87%
Previous 0.72%
Shares
18 transactions
Others Institutions Holding IJR
# of Institutions
2,823Shares Held
537MCall Options Held
877KPut Options Held
272K-
Northwestern Mutual Wealth Management CO38.1MShares$4.26 Billion3.73% of portfolio
-
Bank Of America Corp Charlotte, NC32.1MShares$3.58 Billion0.32% of portfolio
-
Morgan Stanley New York, NY19.2MShares$2.14 Billion0.16% of portfolio
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Envestnet Asset Management Inc18.2MShares$2.03 Billion0.69% of portfolio
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Wells Fargo & Company San Francisco, CA17.2MShares$1.92 Billion0.46% of portfolio