Legacy Wealth Planning, LLC Ishares Core S&P Sm Cap ETF Transaction History
Legacy Wealth Planning, LLC
- $60.4 Million
- Q3 2022
A detailed history of Legacy Wealth Planning, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Legacy Wealth Planning, LLC holds 2,425 shares of IJR stock, worth $255,910. This represents 0.35% of its overall portfolio holdings.
Number of Shares
2,425
Previous 2,517
3.66%
Holding current value
$255,910
Previous $233,000
9.44%
% of portfolio
0.35%
Previous 0.33%
Shares
9 transactions
Others Institutions Holding IJR
# of Institutions
2,452Shares Held
481MCall Options Held
625KPut Options Held
581K-
Northwestern Mutual Wealth Management CO33.8MShares$3.56 Billion3.84% of portfolio
-
Bank Of America Corp Charlotte, NC30.7MShares$3.24 Billion0.32% of portfolio
-
Morgan Stanley New York, NY19.2MShares$2.03 Billion0.17% of portfolio
-
Wells Fargo & Company San Francisco, CA16.6MShares$1.75 Billion0.45% of portfolio
-
Lpl Financial LLC Fort Mill, SC13MShares$1.37 Billion0.79% of portfolio