Essex Private Wealth Management, LLC Ishares Core S&P Sm Cap ETF Transaction History
Essex Private Wealth Management, LLC
- $34.8 Million
- Q2 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 26,812 shares of IJR stock, worth $3.07 Million. This represents 8.22% of its overall portfolio holdings.
Number of Shares
26,812
Previous 22,853
17.32%
Holding current value
$3.07 Million
Previous $2.53 Million
13.23%
% of portfolio
8.22%
Previous 8.11%
Shares
19 transactions
Others Institutions Holding IJR
# of Institutions
2,476Shares Held
489MCall Options Held
727KPut Options Held
97.4K-
Northwestern Mutual Wealth Management CO34.9MShares$3.99 Billion3.68% of portfolio
-
Bank Of America Corp Charlotte, NC30.4MShares$3.48 Billion0.29% of portfolio
-
Morgan Stanley New York, NY18.2MShares$2.08 Billion0.15% of portfolio
-
Envestnet Asset Management Inc17.1MShares$1.96 Billion0.65% of portfolio
-
Wells Fargo & Company San Francisco, CA15.9MShares$1.82 Billion0.42% of portfolio