Live Oak Private Wealth LLC Ishares Core S&P Sm Cap ETF Transaction History
Live Oak Private Wealth LLC
- $593 Million
- Q3 2024
A detailed history of Live Oak Private Wealth LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Live Oak Private Wealth LLC holds 5,006 shares of IJR stock, worth $625,199. This represents 0.1% of its overall portfolio holdings.
Number of Shares
5,006
Previous 4,728
5.88%
Holding current value
$625,199
Previous $504,000
16.07%
% of portfolio
0.1%
Previous 0.09%
Shares
14 transactions
Others Institutions Holding IJR
# of Institutions
2,566Shares Held
500MCall Options Held
1.04MPut Options Held
671K-
Northwestern Mutual Wealth Management CO36.3MShares$4.54 Billion3.79% of portfolio
-
Bank Of America Corp Charlotte, NC31MShares$3.87 Billion0.31% of portfolio
-
Morgan Stanley New York, NY18.7MShares$2.33 Billion0.16% of portfolio
-
Envestnet Asset Management Inc17.8MShares$2.22 Billion0.69% of portfolio
-
Wells Fargo & Company San Francisco, CA16.1MShares$2.02 Billion0.44% of portfolio