Connectus Wealth, LLC Ishares Core S&P Sm Cap ETF Transaction History
Connectus Wealth, LLC
- $4.37 Billion
- Q1 2024
A detailed history of Connectus Wealth, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Connectus Wealth, LLC holds 19,034 shares of IJR stock, worth $2.02 Million. This represents 0.05% of its overall portfolio holdings.
Number of Shares
19,034
Previous 136,980
86.1%
Holding current value
$2.02 Million
Previous $14.8 Million
85.82%
% of portfolio
0.05%
Previous 0.27%
Shares
9 transactions
Others Institutions Holding IJR
# of Institutions
2,452Shares Held
481MCall Options Held
625KPut Options Held
581K-
Northwestern Mutual Wealth Management CO33.8MShares$3.59 Billion3.84% of portfolio
-
Bank Of America Corp Charlotte, NC30.7MShares$3.27 Billion0.32% of portfolio
-
Morgan Stanley New York, NY19.2MShares$2.04 Billion0.17% of portfolio
-
Wells Fargo & Company San Francisco, CA16.6MShares$1.77 Billion0.45% of portfolio
-
Lpl Financial LLC Fort Mill, SC13MShares$1.38 Billion0.79% of portfolio