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 $639,178. This represents 0.14% of its overall portfolio holdings.
Number of Shares
5,062
Previous 5,081
0.37%
Holding current value
$639,178
Previous $561,000
3.92%
% of portfolio
0.14%
Previous 0.15%
Shares
13 transactions
Others Institutions Holding IJR
# of Institutions
2,567Shares Held
500MCall Options Held
1.04MPut Options Held
671K-
Northwestern Mutual Wealth Management CO36.3MShares$4.59 Billion3.79% of portfolio
-
Bank Of America Corp Charlotte, NC31MShares$3.92 Billion0.31% of portfolio
-
Morgan Stanley New York, NY18.7MShares$2.36 Billion0.16% of portfolio
-
Envestnet Asset Management Inc17.8MShares$2.24 Billion0.69% of portfolio
-
Wells Fargo & Company San Francisco, CA16.1MShares$2.04 Billion0.44% of portfolio