Epg Wealth Management LLC Ishares Core S&P Sm Cap ETF Transaction History
Epg Wealth Management LLC
- $379 Billion
- Q4 2024
A detailed history of Epg Wealth Management LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Epg Wealth Management LLC holds 55,407 shares of IJR stock, worth $5.76 Million. This represents 1.68% of its overall portfolio holdings.
Number of Shares
55,407
Previous 46,247
19.81%
Holding current value
$5.76 Million
Previous $5.41 Billion
18.03%
% of portfolio
1.68%
Previous 1.36%
Shares
21 transactions
Others Institutions Holding IJR
# of Institutions
2,836Shares Held
538MCall Options Held
877KPut Options Held
272K-
Northwestern Mutual Wealth Management CO38.1MShares$3.97 Billion3.73% of portfolio
-
Bank Of America Corp Charlotte, NC32.1MShares$3.34 Billion0.32% of portfolio
-
Morgan Stanley New York, NY19.2MShares$1.99 Billion0.16% of portfolio
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Envestnet Asset Management Inc18.2MShares$1.89 Billion0.69% of portfolio
-
Wells Fargo & Company San Francisco, CA17.2MShares$1.79 Billion0.46% of portfolio