Catalyst Wealth Management, LLC Ishares Core S&P Sm Cap ETF Transaction History
Catalyst Wealth Management, LLC
- $107 Billion
- Q1 2023
A detailed history of Catalyst Wealth Management, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Catalyst Wealth Management, LLC holds 4,308 shares of IJR stock, worth $477,714. This represents 0.39% of its overall portfolio holdings.
Number of Shares
4,308
Previous 4,735
9.02%
Holding current value
$477,714
Previous $448 Million
7.04%
% of portfolio
0.39%
Previous 0.42%
Shares
2 transactions
Others Institutions Holding IJR
# of Institutions
2,809Shares Held
555MCall Options Held
533KPut Options Held
382K-
Northwestern Mutual Wealth Management CO39.1MShares$4.33 Billion3.37% of portfolio
-
Bank Of America Corp Charlotte, NC33MShares$3.66 Billion0.28% of portfolio
-
Kingstone Capital Partners Texas, LLC Frisco, TX19.3MShares$2.14 Billion0.33% of portfolio
-
Morgan Stanley New York, NY18.7MShares$2.07 Billion0.14% of portfolio
-
Wells Fargo & Company San Francisco, CA17.1MShares$1.9 Billion0.42% of portfolio