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 $514,030. This represents 0.39% of its overall portfolio holdings.
Number of Shares
4,308
Previous 4,735
9.02%
Holding current value
$514,030
Previous $448 Million
7.04%
% of portfolio
0.39%
Previous 0.42%
Shares
2 transactions
Others Institutions Holding IJR
# of Institutions
2,833Shares Held
564MCall Options Held
554KPut Options Held
325K-
Northwestern Mutual Wealth Management CO41.3MShares$4.93 Billion3.33% of portfolio
-
Bank Of America Corp Charlotte, NC32MShares$3.81 Billion0.26% of portfolio
-
Kingstone Capital Partners Texas, LLC Frisco, TX19.3MShares$2.3 Billion0.33% of portfolio
-
Morgan Stanley New York, NY18.1MShares$2.16 Billion0.13% of portfolio
-
Envestnet Asset Management Inc16.8MShares$2.01 Billion0.56% of portfolio