High Mark Wealth Management LLC Ishares Core S&P Sm Cap ETF Transaction History
High Mark Wealth Management LLC
- $173 Million
- Q4 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 84,903 shares of IJR stock, worth $9.49 Million. This represents 5.66% of its overall portfolio holdings.
Number of Shares
84,903
Previous 84,896
0.01%
Holding current value
$9.49 Million
Previous $9.93 Million
1.48%
% of portfolio
5.66%
Previous 5.47%
Shares
21 transactions
Others Institutions Holding IJR
# of Institutions
2,823Shares Held
537MCall Options Held
877KPut Options Held
272K-
Northwestern Mutual Wealth Management CO38.1MShares$4.26 Billion3.73% of portfolio
-
Bank Of America Corp Charlotte, NC32.1MShares$3.58 Billion0.32% of portfolio
-
Morgan Stanley New York, NY19.2MShares$2.14 Billion0.16% of portfolio
-
Envestnet Asset Management Inc18.2MShares$2.03 Billion0.69% of portfolio
-
Wells Fargo & Company San Francisco, CA17.2MShares$1.92 Billion0.46% of portfolio