Dechtman Wealth Management, LLC Ishares Core S&P Sm Cap ETF Transaction History
Dechtman Wealth Management, LLC
- $490 Million
- Q4 2024
A detailed history of Dechtman Wealth Management, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Dechtman Wealth Management, LLC holds 183,391 shares of IJR stock, worth $19.9 Million. This represents 4.31% of its overall portfolio holdings.
Number of Shares
183,391
Previous 185,065
0.9%
Holding current value
$19.9 Million
Previous $21.6 Million
2.38%
% of portfolio
4.31%
Previous 4.49%
Shares
7 transactions
Others Institutions Holding IJR
# of Institutions
2,823Shares Held
537MCall Options Held
877KPut Options Held
272K-
Northwestern Mutual Wealth Management CO38.1MShares$4.14 Billion3.73% of portfolio
-
Bank Of America Corp Charlotte, NC32.1MShares$3.48 Billion0.32% of portfolio
-
Morgan Stanley New York, NY19.2MShares$2.08 Billion0.16% of portfolio
-
Envestnet Asset Management Inc18.2MShares$1.97 Billion0.69% of portfolio
-
Wells Fargo & Company San Francisco, CA17.2MShares$1.86 Billion0.46% of portfolio