Marietta Wealth Management, LLC Ishares Core S&P Sm Cap ETF Transaction History
Marietta Wealth Management, LLC
- $676 Million
- Q4 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 149,464 shares of IJR stock, worth $17.7 Million. This represents 2.55% of its overall portfolio holdings.
Number of Shares
149,464
Previous 148,805
0.44%
Holding current value
$17.7 Million
Previous $17.4 Million
1.05%
% of portfolio
2.55%
Previous 2.61%
Shares
31 transactions
Others Institutions Holding IJR
# of Institutions
2,627Shares Held
503MCall Options Held
1.04MPut Options Held
671K-
Northwestern Mutual Wealth Management CO36.3MShares$4.31 Billion3.79% of portfolio
-
Bank Of America Corp Charlotte, NC31MShares$3.68 Billion0.31% of portfolio
-
Morgan Stanley New York, NY18.7MShares$2.22 Billion0.16% of portfolio
-
Envestnet Asset Management Inc17.8MShares$2.11 Billion0.69% of portfolio
-
Wells Fargo & Company San Francisco, CA16.1MShares$1.92 Billion0.44% of portfolio