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 $538,026. This represents 0.39% of its overall portfolio holdings.
Number of Shares
4,308
Previous 4,735
9.02%
Holding current value
$538,026
Previous $448 Million
7.04%
% of portfolio
0.39%
Previous 0.42%
Shares
2 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