Concord Wealth Partners Ishares Core S&P Sm Cap ETF Transaction History
Concord Wealth Partners
- $559 Million
- Q2 2024
A detailed history of Concord Wealth Partners transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Concord Wealth Partners holds 3,648 shares of IJR stock, worth $422,073. This represents 0.07% of its overall portfolio holdings.
Number of Shares
3,648
Previous 3,738
2.41%
Holding current value
$422,073
Previous $413,000
5.81%
% of portfolio
0.07%
Previous 0.08%
Shares
15 transactions
Others Institutions Holding IJR
# of Institutions
2,476Shares Held
489MCall Options Held
727KPut Options Held
97.4K-
Northwestern Mutual Wealth Management CO34.9MShares$4.04 Billion3.68% of portfolio
-
Bank Of America Corp Charlotte, NC30.4MShares$3.52 Billion0.29% of portfolio
-
Morgan Stanley New York, NY18.2MShares$2.11 Billion0.15% of portfolio
-
Envestnet Asset Management Inc17.1MShares$1.98 Billion0.65% of portfolio
-
Wells Fargo & Company San Francisco, CA15.9MShares$1.84 Billion0.42% of portfolio