Flagship Private Wealth, LLC Ishares Core S&P Sm Cap ETF Transaction History
Flagship Private Wealth, LLC
- $168 Million
- Q2 2024
A detailed history of Flagship Private Wealth, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Flagship Private Wealth, LLC holds 8,237 shares of IJR stock, worth $925,921. This represents 0.52% of its overall portfolio holdings.
Number of Shares
8,237
Previous 7,938
3.77%
Holding current value
$925,921
Previous $877,000
0.11%
% of portfolio
0.52%
Previous 0.57%
Shares
16 transactions
Others Institutions Holding IJR
# of Institutions
2,475Shares Held
489MCall Options Held
727KPut Options Held
97.4K-
Northwestern Mutual Wealth Management CO34.9MShares$3.92 Billion3.68% of portfolio
-
Bank Of America Corp Charlotte, NC30.4MShares$3.42 Billion0.29% of portfolio
-
Morgan Stanley New York, NY18.2MShares$2.05 Billion0.15% of portfolio
-
Envestnet Asset Management Inc17.1MShares$1.92 Billion0.65% of portfolio
-
Wells Fargo & Company San Francisco, CA15.9MShares$1.79 Billion0.42% of portfolio