Endowment Wealth Management, Inc. Ishares Core S&P Sm Cap ETF Transaction History
Endowment Wealth Management, Inc.
- $121 Million
- Q1 2024
A detailed history of Endowment Wealth Management, Inc. transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Endowment Wealth Management, Inc. holds 5,541 shares of IJR stock, worth $583,190. This represents 0.51% of its overall portfolio holdings.
Number of Shares
5,541
Previous 4,738
16.95%
Holding current value
$583,190
Previous $512,000
19.53%
% of portfolio
0.51%
Previous 0.48%
Shares
9 transactions
Others Institutions Holding IJR
# of Institutions
2,449Shares Held
481MCall Options Held
625KPut Options Held
581K-
Northwestern Mutual Wealth Management CO33.8MShares$3.55 Billion3.84% of portfolio
-
Bank Of America Corp Charlotte, NC30.7MShares$3.23 Billion0.32% of portfolio
-
Morgan Stanley New York, NY19.2MShares$2.02 Billion0.17% of portfolio
-
Wells Fargo & Company San Francisco, CA16.6MShares$1.75 Billion0.45% of portfolio
-
Lpl Financial LLC Fort Mill, SC13MShares$1.37 Billion0.79% of portfolio