Engrave Wealth Partners LLC Ishares Core S&P Sm Cap ETF Transaction History
Engrave Wealth Partners LLC
- $350 Million
- Q4 2023
A detailed history of Engrave Wealth Partners LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Engrave Wealth Partners LLC holds 18,721 shares of IJR stock, worth $2.21 Million. This represents 0.58% of its overall portfolio holdings.
Number of Shares
18,721
Previous 16,424
13.99%
Holding current value
$2.21 Million
Previous $1.55 Million
30.79%
% of portfolio
0.58%
Previous 0.48%
Shares
10 transactions
Others Institutions Holding IJR
# of Institutions
2,476Shares Held
489MCall Options Held
727KPut Options Held
97.4K-
Northwestern Mutual Wealth Management CO34.9MShares$4.12 Billion3.68% of portfolio
-
Bank Of America Corp Charlotte, NC30.4MShares$3.59 Billion0.29% of portfolio
-
Morgan Stanley New York, NY18.2MShares$2.15 Billion0.15% of portfolio
-
Envestnet Asset Management Inc17.1MShares$2.02 Billion0.65% of portfolio
-
Wells Fargo & Company San Francisco, CA15.9MShares$1.88 Billion0.42% of portfolio