Elk River Wealth Management, LLC Ishares Core S&P Sm Cap ETF Transaction History
Elk River Wealth Management, LLC
- $541 Million
- Q4 2024
A detailed history of Elk River Wealth Management, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Elk River Wealth Management, LLC holds 307,533 shares of IJR stock, worth $34.4 Million. This represents 6.55% of its overall portfolio holdings.
Number of Shares
307,533
Previous 303,531
1.32%
Holding current value
$34.4 Million
Previous $35.5 Million
0.19%
% of portfolio
6.55%
Previous 6.55%
Shares
17 transactions
Others Institutions Holding IJR
# of Institutions
2,823Shares Held
537MCall Options Held
877KPut Options Held
272K-
Northwestern Mutual Wealth Management CO38.1MShares$4.26 Billion3.73% of portfolio
-
Bank Of America Corp Charlotte, NC32.1MShares$3.58 Billion0.32% of portfolio
-
Morgan Stanley New York, NY19.2MShares$2.14 Billion0.16% of portfolio
-
Envestnet Asset Management Inc18.2MShares$2.03 Billion0.69% of portfolio
-
Wells Fargo & Company San Francisco, CA17.2MShares$1.92 Billion0.46% of portfolio