Legacy Financial Strategies, LLC Ishares Core S&P Sm Cap ETF Transaction History
Legacy Financial Strategies, LLC
- $409 Million
- Q2 2024
A detailed history of Legacy Financial Strategies, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Legacy Financial Strategies, LLC holds 138,246 shares of IJR stock, worth $16.3 Million. This represents 3.61% of its overall portfolio holdings.
Number of Shares
138,246
Previous 131,679
4.99%
Holding current value
$16.3 Million
Previous $14.6 Million
1.32%
% of portfolio
3.61%
Previous 3.79%
Shares
27 transactions
Others Institutions Holding IJR
# of Institutions
2,437Shares Held
479MCall Options Held
625KPut Options Held
577K-
Northwestern Mutual Wealth Management CO33.8MShares$3.97 Billion3.84% of portfolio
-
Bank Of America Corp Charlotte, NC30.7MShares$3.62 Billion0.32% of portfolio
-
Morgan Stanley New York, NY19.2MShares$2.26 Billion0.17% of portfolio
-
Wells Fargo & Company San Francisco, CA16.6MShares$1.96 Billion0.45% of portfolio
-
Lpl Financial LLC Fort Mill, SC13MShares$1.53 Billion0.79% of portfolio