Fortress Wealth Group, LLC Ishares Core S&P Sm Cap ETF Transaction History
Fortress Wealth Group, LLC
- $194 Million
- Q2 2024
A detailed history of Fortress Wealth Group, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Fortress Wealth Group, LLC holds 2,053 shares of IJR stock, worth $237,203. This represents 0.11% of its overall portfolio holdings.
Number of Shares
2,053
Previous 2,760
25.62%
Holding current value
$237,203
Previous $305,000
28.52%
% of portfolio
0.11%
Previous 0.17%
Shares
13 transactions
Others Institutions Holding IJR
# of Institutions
2,479Shares Held
489MCall Options Held
727KPut Options Held
97.4K-
Northwestern Mutual Wealth Management CO34.9MShares$4.03 Billion3.68% of portfolio
-
Bank Of America Corp Charlotte, NC30.4MShares$3.51 Billion0.29% of portfolio
-
Morgan Stanley New York, NY18.2MShares$2.11 Billion0.15% of portfolio
-
Envestnet Asset Management Inc17.1MShares$1.98 Billion0.65% of portfolio
-
Wells Fargo & Company San Francisco, CA15.9MShares$1.84 Billion0.42% of portfolio