Essex Private Wealth Management, LLC Ishares Core S&P Sm Cap ETF Transaction History
Essex Private Wealth Management, LLC
- $37.8 Million
- Q3 2024
A detailed history of Essex Private Wealth Management, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Essex Private Wealth Management, LLC holds 28,078 shares of IJR stock, worth $3.39 Million. This represents 8.7% of its overall portfolio holdings.
Number of Shares
28,078
Previous 26,812
4.72%
Holding current value
$3.39 Million
Previous $2.86 Million
14.87%
% of portfolio
8.7%
Previous 8.22%
Shares
20 transactions
Others Institutions Holding IJR
# of Institutions
2,566Shares Held
500MCall Options Held
1.04MPut Options Held
671K-
Northwestern Mutual Wealth Management CO36.3MShares$4.39 Billion3.79% of portfolio
-
Bank Of America Corp Charlotte, NC31MShares$3.75 Billion0.31% of portfolio
-
Morgan Stanley New York, NY18.7MShares$2.26 Billion0.16% of portfolio
-
Envestnet Asset Management Inc17.8MShares$2.15 Billion0.69% of portfolio
-
Wells Fargo & Company San Francisco, CA16.1MShares$1.95 Billion0.44% of portfolio