Forte Asset Management LLC Ishares Core S&P Sm Cap ETF Transaction History
Forte Asset Management LLC
- $184 Million
- Q3 2024
A detailed history of Forte Asset Management LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Forte Asset Management LLC holds 10,492 shares of IJR stock, worth $1.27 Million. This represents 0.67% of its overall portfolio holdings.
Number of Shares
10,492
Previous 10,449
0.41%
Holding current value
$1.27 Million
Previous $1.11 Million
10.14%
% of portfolio
0.67%
Previous 0.66%
Shares
10 transactions
Others Institutions Holding IJR
# of Institutions
2,565Shares 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