Engrave Wealth Partners LLC Ishares Core S&P Sm Cap ETF Call Options Transaction History

Engrave Wealth Partners LLC

$350 Million
Q4 2023

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding IJR

# of Institutions

2,567

Shares Held

500M

Call Options Held

1.04M

Put Options Held

671K

Northwestern Mutual Wealth Management CO

36.3M
Shares

$4.59 Billion
3.79% of portfolio
Bank Of America Corp Charlotte, NC

31M
Shares

$3.92 Billion
0.31% of portfolio
Morgan Stanley New York, NY

18.7M
Shares

$2.36 Billion
0.16% of portfolio
Envestnet Asset Management Inc

17.8M
Shares

$2.24 Billion
0.69% of portfolio
Wells Fargo & Company San Francisco, CA

16.1M
Shares

$2.04 Billion
0.44% of portfolio

About ISHARES CORE S&P SM CAP ETF

Ticker IJR
Sector ETFs
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