Madison Wealth Partners, Inc Ishares Core S&P Sm Cap ETF Transaction History
Madison Wealth Partners, Inc
- $282 Million
- Q2 2024
A detailed history of Madison Wealth Partners, Inc transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Madison Wealth Partners, Inc holds 51,588 shares of IJR stock, worth $5.96 Million. This represents 1.95% of its overall portfolio holdings.
Number of Shares
51,588
Previous 52,434
1.61%
Holding current value
$5.96 Million
Previous $5.8 Million
5.06%
% of portfolio
1.95%
Previous 2.14%
Shares
15 transactions
Others Institutions Holding IJR
# of Institutions
2,479Shares Held
489MCall Options Held
727KPut Options Held
97.4K-
Northwestern Mutual Wealth Management CO34.9MShares$4.03 Billion3.68% of portfolio
-
Bank Of America Corp Charlotte, NC30.4MShares$3.51 Billion0.29% of portfolio
-
Morgan Stanley New York, NY18.2MShares$2.11 Billion0.15% of portfolio
-
Envestnet Asset Management Inc17.1MShares$1.98 Billion0.65% of portfolio
-
Wells Fargo & Company San Francisco, CA15.9MShares$1.84 Billion0.42% of portfolio