Diversify Wealth Management, LLC Ishares Core S&P Sm Cap ETF Transaction History
Diversify Wealth Management, LLC
- $1.04 Trillion
- Q3 2024
A detailed history of Diversify Wealth Management, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Diversify Wealth Management, LLC holds 2,929 shares of IJR stock, worth $338,797. This represents 0.03% of its overall portfolio holdings.
Number of Shares
2,929Holding current value
$338,797% of portfolio
0.03%Shares
1 transactions
Others Institutions Holding IJR
# of Institutions
2,513Shares Held
493MCall Options Held
727KPut Options Held
97.4K-
Northwestern Mutual Wealth Management CO34.9MShares$4.04 Billion3.68% of portfolio
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Bank Of America Corp Charlotte, NC30.4MShares$3.52 Billion0.29% of portfolio
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Morgan Stanley New York, NY18.2MShares$2.11 Billion0.15% of portfolio
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Envestnet Asset Management Inc17.1MShares$1.98 Billion0.65% of portfolio
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Wells Fargo & Company San Francisco, CA15.9MShares$1.84 Billion0.42% of portfolio