Colonial River Wealth Management, LLC Ishares Core S&P Sm Cap ETF Transaction History
Colonial River Wealth Management, LLC
- $201 Million
- Q3 2024
A detailed history of Colonial River Wealth Management, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Colonial River Wealth Management, LLC holds 2,329 shares of IJR stock, worth $293,803. This represents 0.14% of its overall portfolio holdings.
Number of Shares
2,329
Previous 2,476
5.94%
Holding current value
$293,803
Previous $264,000
3.03%
% of portfolio
0.14%
Previous 0.14%
Shares
16 transactions
Others Institutions Holding IJR
# of Institutions
2,567Shares Held
500MCall Options Held
1.04MPut Options Held
671K-
Northwestern Mutual Wealth Management CO36.3MShares$4.58 Billion3.79% of portfolio
-
Bank Of America Corp Charlotte, NC31MShares$3.91 Billion0.31% of portfolio
-
Morgan Stanley New York, NY18.7MShares$2.36 Billion0.16% of portfolio
-
Envestnet Asset Management Inc17.8MShares$2.24 Billion0.69% of portfolio
-
Wells Fargo & Company San Francisco, CA16.1MShares$2.04 Billion0.44% of portfolio