High Mark Wealth Management LLC Ishares Core S&P Sm Cap ETF Transaction History
High Mark Wealth Management LLC
- $165 Million
- Q2 2024
A detailed history of High Mark Wealth Management LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, High Mark Wealth Management LLC holds 84,755 shares of IJR stock, worth $9.53 Million. This represents 5.47% of its overall portfolio holdings.
Number of Shares
84,755
Previous 82,400
2.86%
Holding current value
$9.53 Million
Previous $9.11 Million
0.74%
% of portfolio
5.47%
Previous 5.67%
Shares
19 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