Investmark Advisory Group LLC Ishares Core S&P Sm Cap ETF Transaction History
Investmark Advisory Group LLC
- $179 Million
- Q1 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 2,343 shares of IJR stock, worth $249,904. This represents 0.14% of its overall portfolio holdings.
Number of Shares
2,343
Previous 2,335
0.34%
Holding current value
$249,904
Previous $252,000
2.38%
% of portfolio
0.14%
Previous 0.15%
Shares
9 transactions
Others Institutions Holding IJR
# of Institutions
2,450Shares Held
481MCall Options Held
625KPut Options Held
581K-
Northwestern Mutual Wealth Management CO33.8MShares$3.6 Billion3.84% of portfolio
-
Bank Of America Corp Charlotte, NC30.7MShares$3.27 Billion0.32% of portfolio
-
Morgan Stanley New York, NY19.2MShares$2.05 Billion0.17% of portfolio
-
Wells Fargo & Company San Francisco, CA16.6MShares$1.77 Billion0.45% of portfolio
-
Lpl Financial LLC Fort Mill, SC13MShares$1.39 Billion0.79% of portfolio