Collaborative Wealth Managment Inc. Ishares Core S&P Sm Cap ETF Transaction History
Collaborative Wealth Managment Inc.
- $215 Million
- Q3 2024
A detailed history of Collaborative Wealth Managment Inc. transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Collaborative Wealth Managment Inc. holds 2,579 shares of IJR stock, worth $322,091. This represents 0.14% of its overall portfolio holdings.
Number of Shares
2,579
Previous 2,645
2.5%
Holding current value
$322,091
Previous $282,000
6.74%
% of portfolio
0.14%
Previous 0.14%
Shares
12 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