Magnolia Wealth Management, LLC Ishares Core S&P Sm Cap ETF Transaction History
Magnolia Wealth Management, LLC
- $90.7 Million
- Q2 2024
A detailed history of Magnolia Wealth Management, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Magnolia Wealth Management, LLC holds 72,524 shares of IJR stock, worth $8.38 Million. This represents 8.52% of its overall portfolio holdings.
Number of Shares
72,524
Previous 132,427
45.23%
Holding current value
$8.38 Million
Previous $14.6 Million
47.15%
% of portfolio
8.52%
Previous 5.97%
Shares
11 transactions
Others Institutions Holding IJR
# of Institutions
2,478Shares 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