Kfg Wealth Management, LLC Ishares Core S&P Sm Cap ETF Transaction History
Kfg Wealth Management, LLC
- $385 Million
- Q4 2024
A detailed history of Kfg Wealth Management, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Kfg Wealth Management, LLC holds 3,268 shares of IJR stock, worth $352,028. This represents 0.1% of its overall portfolio holdings.
Number of Shares
3,268
Previous 30,423
89.26%
Holding current value
$352,028
Previous $3.56 Million
89.43%
% of portfolio
0.1%
Previous 1.03%
Shares
8 transactions
Others Institutions Holding IJR
# of Institutions
2,826Shares Held
537MCall Options Held
877KPut Options Held
272K-
Northwestern Mutual Wealth Management CO38.1MShares$4.11 Billion3.73% of portfolio
-
Bank Of America Corp Charlotte, NC32.1MShares$3.45 Billion0.32% of portfolio
-
Morgan Stanley New York, NY19.2MShares$2.06 Billion0.16% of portfolio
-
Envestnet Asset Management Inc18.2MShares$1.96 Billion0.69% of portfolio
-
Wells Fargo & Company San Francisco, CA17.2MShares$1.85 Billion0.46% of portfolio