Legacy Wealth Management, Inc Ishares Core S&P Sm Cap ETF Transaction History
Legacy Wealth Management, Inc
- $1.7 Billion
- Q3 2025
A detailed history of Legacy Wealth Management, Inc transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Legacy Wealth Management, Inc holds 419,736 shares of IJR stock, worth $49.4 Million. This represents 2.94% of its overall portfolio holdings.
Number of Shares
419,736
Previous 495,688
15.32%
Holding current value
$49.4 Million
Previous $54.2 Million
7.93%
% of portfolio
2.94%
Previous 3.37%
Shares
33 transactions
Others Institutions Holding IJR
# of Institutions
2,839Shares Held
545MCall Options Held
554KPut Options Held
325K-
Northwestern Mutual Wealth Management CO41.3MShares$4.87 Billion3.33% of portfolio
-
Bank Of America Corp Charlotte, NC32MShares$3.77 Billion0.26% of portfolio
-
Morgan Stanley New York, NY18.1MShares$2.14 Billion0.13% of portfolio
-
Envestnet Asset Management Inc16.8MShares$1.98 Billion0.56% of portfolio
-
Wells Fargo & Company San Francisco, CA16.4MShares$1.94 Billion0.38% of portfolio