Marcum Wealth, LLC Ishares Core S&P Sm Cap ETF Transaction History
Marcum Wealth, LLC
- $988 Million
- Q2 2024
A detailed history of Marcum Wealth, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Marcum Wealth, LLC holds 274,291 shares of IJR stock, worth $30.8 Million. This represents 2.96% of its overall portfolio holdings.
Number of Shares
274,291
Previous 242,525
13.1%
Holding current value
$30.8 Million
Previous $26.8 Million
9.15%
% of portfolio
2.96%
Previous 2.74%
Shares
19 transactions
Others Institutions Holding IJR
# of Institutions
2,475Shares Held
489MCall Options Held
727KPut Options Held
97.4K-
Northwestern Mutual Wealth Management CO34.9MShares$3.92 Billion3.68% of portfolio
-
Bank Of America Corp Charlotte, NC30.4MShares$3.42 Billion0.29% of portfolio
-
Morgan Stanley New York, NY18.2MShares$2.05 Billion0.15% of portfolio
-
Envestnet Asset Management Inc17.1MShares$1.92 Billion0.65% of portfolio
-
Wells Fargo & Company San Francisco, CA15.9MShares$1.79 Billion0.42% of portfolio