Market Street Wealth Management Advisors LLC Ishares Core S&P Sm Cap ETF Transaction History
Market Street Wealth Management Advisors LLC
- $552 Million
- Q3 2024
A detailed history of Market Street Wealth Management Advisors LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Market Street Wealth Management Advisors LLC holds 5,095 shares of IJR stock, worth $636,314. This represents 0.11% of its overall portfolio holdings.
Number of Shares
5,095
Previous 5,125
0.59%
Holding current value
$636,314
Previous $546,000
8.97%
% of portfolio
0.11%
Previous 0.1%
Shares
24 transactions
Others Institutions Holding IJR
# of Institutions
2,566Shares Held
500MCall Options Held
1.04MPut Options Held
671K-
Northwestern Mutual Wealth Management CO36.3MShares$4.54 Billion3.79% of portfolio
-
Bank Of America Corp Charlotte, NC31MShares$3.87 Billion0.31% of portfolio
-
Morgan Stanley New York, NY18.7MShares$2.33 Billion0.16% of portfolio
-
Envestnet Asset Management Inc17.8MShares$2.22 Billion0.69% of portfolio
-
Wells Fargo & Company San Francisco, CA16.1MShares$2.02 Billion0.44% of portfolio