Global Wealth Management Investment Advisory, Inc. Ishares Core S&P Sm Cap ETF Transaction History
Global Wealth Management Investment Advisory, Inc.
- $482 Million
- Q4 2024
A detailed history of Global Wealth Management Investment Advisory, Inc. transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Global Wealth Management Investment Advisory, Inc. holds 68,931 shares of IJR stock, worth $7.48 Million. This represents 1.65% of its overall portfolio holdings.
Number of Shares
68,931
Previous 65,990
4.46%
Holding current value
$7.48 Million
Previous $7.72 Million
2.9%
% of portfolio
1.65%
Previous 1.67%
Shares
26 transactions
Others Institutions Holding IJR
# of Institutions
2,823Shares Held
537MCall Options Held
877KPut Options Held
272K-
Northwestern Mutual Wealth Management CO38.1MShares$4.14 Billion3.73% of portfolio
-
Bank Of America Corp Charlotte, NC32.1MShares$3.48 Billion0.32% of portfolio
-
Morgan Stanley New York, NY19.2MShares$2.08 Billion0.16% of portfolio
-
Envestnet Asset Management Inc18.2MShares$1.97 Billion0.69% of portfolio
-
Wells Fargo & Company San Francisco, CA17.2MShares$1.86 Billion0.46% of portfolio