Concord Wealth Partners Ishares Core S&P Sm Cap ETF Transaction History
Concord Wealth Partners
- $591 Million
- Q3 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 3,748 shares of IJR stock, worth $465,689. This represents 0.07% of its overall portfolio holdings.
Number of Shares
3,748
Previous 3,648
2.74%
Holding current value
$465,689
Previous $389,000
12.6%
% of portfolio
0.07%
Previous 0.07%
Shares
16 transactions
Others Institutions Holding IJR
# of Institutions
2,538Shares Held
496MCall Options Held
771KPut Options Held
97.4K-
Northwestern Mutual Wealth Management CO36.3MShares$4.52 Billion3.79% of portfolio
-
Bank Of America Corp Charlotte, NC30.4MShares$3.78 Billion0.29% of portfolio
-
Morgan Stanley New York, NY18.2MShares$2.26 Billion0.15% of portfolio
-
Envestnet Asset Management Inc17.8MShares$2.21 Billion0.69% of portfolio
-
Wells Fargo & Company San Francisco, CA15.9MShares$1.98 Billion0.42% of portfolio