Levy Wealth Management Group, LLC Ishares Core S&P Sm Cap ETF Transaction History
Levy Wealth Management Group, LLC
- $390 Million
- Q2 2024
A detailed history of Levy Wealth Management Group, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Levy Wealth Management Group, LLC holds 5,062 shares of IJR stock, worth $590,026. This represents 0.14% of its overall portfolio holdings.
Number of Shares
5,062
Previous 5,081
0.37%
Holding current value
$590,026
Previous $561,000
3.92%
% of portfolio
0.14%
Previous 0.15%
Shares
13 transactions
Others Institutions Holding IJR
# of Institutions
2,477Shares Held
489MCall Options Held
727KPut Options Held
97.4K-
Northwestern Mutual Wealth Management CO34.9MShares$4.07 Billion3.68% of portfolio
-
Bank Of America Corp Charlotte, NC30.4MShares$3.55 Billion0.29% of portfolio
-
Morgan Stanley New York, NY18.2MShares$2.12 Billion0.15% of portfolio
-
Envestnet Asset Management Inc17.1MShares$1.99 Billion0.65% of portfolio
-
Wells Fargo & Company San Francisco, CA15.9MShares$1.86 Billion0.42% of portfolio