Landmark Wealth Management, LLC Ishares Core S&P Sm Cap ETF Transaction History
Landmark Wealth Management, LLC
- $226 Million
- Q4 2024
A detailed history of Landmark Wealth Management, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Landmark Wealth Management, LLC holds 41,172 shares of IJR stock, worth $4.34 Million. This represents 2.1% of its overall portfolio holdings.
Number of Shares
41,172
Previous 41,569
0.96%
Holding current value
$4.34 Million
Previous $4.86 Million
2.43%
% of portfolio
2.1%
Previous 2.12%
Shares
11 transactions
Others Institutions Holding IJR
# of Institutions
2,834Shares Held
537MCall Options Held
877KPut Options Held
272K-
Northwestern Mutual Wealth Management CO38.1MShares$4.02 Billion3.73% of portfolio
-
Bank Of America Corp Charlotte, NC32.1MShares$3.38 Billion0.32% of portfolio
-
Morgan Stanley New York, NY19.2MShares$2.02 Billion0.16% of portfolio
-
Envestnet Asset Management Inc18.2MShares$1.91 Billion0.69% of portfolio
-
Wells Fargo & Company San Francisco, CA17.2MShares$1.81 Billion0.46% of portfolio