Investmark Advisory Group LLC Ishares Core S&P Sm Cap ETF Transaction History
Investmark Advisory Group LLC
- $202 Million
- Q3 2024
A detailed history of Investmark Advisory Group LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Investmark Advisory Group LLC holds 2,361 shares of IJR stock, worth $297,840. This represents 0.14% of its overall portfolio holdings.
Number of Shares
2,361
Previous 2,351
0.43%
Holding current value
$297,840
Previous $250,000
10.4%
% of portfolio
0.14%
Previous 0.14%
Shares
11 transactions
Others Institutions Holding IJR
# of Institutions
2,567Shares Held
500MCall Options Held
1.04MPut Options Held
671K-
Northwestern Mutual Wealth Management CO36.3MShares$4.58 Billion3.79% of portfolio
-
Bank Of America Corp Charlotte, NC31MShares$3.91 Billion0.31% of portfolio
-
Morgan Stanley New York, NY18.7MShares$2.36 Billion0.16% of portfolio
-
Envestnet Asset Management Inc17.8MShares$2.24 Billion0.69% of portfolio
-
Wells Fargo & Company San Francisco, CA16.1MShares$2.04 Billion0.44% of portfolio