Market Street Wealth Management Advisors LLC Ishares Core S&P Sm Cap ETF Transaction History
Market Street Wealth Management Advisors LLC
- $523 Million
- Q2 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 5,125 shares of IJR stock, worth $605,365. This represents 0.1% of its overall portfolio holdings.
Number of Shares
5,125
Previous 5,193
1.31%
Holding current value
$605,365
Previous $573,000
4.71%
% of portfolio
0.1%
Previous 0.11%
Shares
23 transactions
Others Institutions Holding IJR
# of Institutions
2,476Shares Held
489MCall Options Held
727KPut Options Held
97.4K-
Northwestern Mutual Wealth Management CO34.9MShares$4.12 Billion3.68% of portfolio
-
Bank Of America Corp Charlotte, NC30.4MShares$3.59 Billion0.29% of portfolio
-
Morgan Stanley New York, NY18.2MShares$2.15 Billion0.15% of portfolio
-
Envestnet Asset Management Inc17.1MShares$2.02 Billion0.65% of portfolio
-
Wells Fargo & Company San Francisco, CA15.9MShares$1.88 Billion0.42% of portfolio