Concentric Wealth Management, LLC Ishares S&P Smallcap 600 Value Transaction History
Concentric Wealth Management, LLC
- $473 Million
- Q3 2024
A detailed history of Concentric Wealth Management, LLC transactions in Ishares S&P Smallcap 600 Value stock. As of the latest transaction made, Concentric Wealth Management, LLC holds 8,303 shares of IJS stock, worth $903,864. This represents 0.19% of its overall portfolio holdings.
Number of Shares
8,303
Previous 8,309
0.07%
Holding current value
$903,864
Previous $808,000
10.52%
% of portfolio
0.19%
Previous 0.21%
Shares
27 transactions
Others Institutions Holding IJS
# of Institutions
850Shares Held
40.9MCall Options Held
20KPut Options Held
11.6K-
Morgan Stanley New York, NY3.49MShares$379 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC3.36MShares$366 Million0.03% of portfolio
-
M&T Bank Corp1.52MShares$165 Million0.54% of portfolio
-
Regions Financial Corp1.5MShares$163 Million1.16% of portfolio
-
Wells Fargo & Company San Francisco, CA1.3MShares$141 Million0.03% of portfolio