Jamison Private Wealth Management, Inc. Ishares Core S&P Sm Cap ETF Transaction History
Jamison Private Wealth Management, Inc.
- $677 Billion
- Q4 2024
A detailed history of Jamison Private Wealth Management, Inc. transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Jamison Private Wealth Management, Inc. holds 13,087 shares of IJR stock, worth $1.53 Million. This represents 0.22% of its overall portfolio holdings.
Number of Shares
13,087
Previous 12,401
5.53%
Holding current value
$1.53 Million
Previous $1.45 Billion
3.96%
% of portfolio
0.22%
Previous 0.22%
Shares
6 transactions
Others Institutions Holding IJR
# of Institutions
2,788Shares Held
536MCall Options Held
995KPut Options Held
461K-
Northwestern Mutual Wealth Management CO38.1MShares$4.47 Billion3.73% of portfolio
-
Bank Of America Corp Charlotte, NC32.1MShares$3.76 Billion0.32% of portfolio
-
Morgan Stanley New York, NY19.2MShares$2.24 Billion0.16% of portfolio
-
Envestnet Asset Management Inc18.2MShares$2.13 Billion0.69% of portfolio
-
Wells Fargo & Company San Francisco, CA17.2MShares$2.01 Billion0.46% of portfolio