Marietta Wealth Management, LLC Ishares Core S&P Sm Cap ETF Transaction History
Marietta Wealth Management, LLC
- $667 Million
- Q3 2024
A detailed history of Marietta Wealth Management, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Marietta Wealth Management, LLC holds 148,805 shares of IJR stock, worth $17.3 Million. This represents 2.61% of its overall portfolio holdings.
Number of Shares
148,805
Previous 144,257
3.15%
Holding current value
$17.3 Million
Previous $15.4 Million
13.12%
% of portfolio
2.61%
Previous 2.47%
Shares
30 transactions
Others Institutions Holding IJR
# of Institutions
2,569Shares Held
500MCall Options Held
1.04MPut Options Held
671K-
Northwestern Mutual Wealth Management CO36.3MShares$4.22 Billion3.79% of portfolio
-
Bank Of America Corp Charlotte, NC31MShares$3.6 Billion0.31% of portfolio
-
Morgan Stanley New York, NY18.7MShares$2.17 Billion0.16% of portfolio
-
Envestnet Asset Management Inc17.8MShares$2.07 Billion0.69% of portfolio
-
Wells Fargo & Company San Francisco, CA16.1MShares$1.88 Billion0.44% of portfolio