Marks Group Wealth Management, Inc Ishares Core S&P Sm Cap ETF Transaction History
Marks Group Wealth Management, Inc
- $1 Billion
- Q3 2024
A detailed history of Marks Group Wealth Management, Inc transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Marks Group Wealth Management, Inc holds 8,833 shares of IJR stock, worth $1.07 Million. This represents 0.1% of its overall portfolio holdings.
Number of Shares
8,833
Previous 8,409
5.04%
Holding current value
$1.07 Million
Previous $896,000
15.29%
% of portfolio
0.1%
Previous 0.1%
Shares
3 transactions
Others Institutions Holding IJR
# of Institutions
2,565Shares Held
500MCall Options Held
1.04MPut Options Held
671K-
Northwestern Mutual Wealth Management CO36.3MShares$4.39 Billion3.79% of portfolio
-
Bank Of America Corp Charlotte, NC31MShares$3.75 Billion0.31% of portfolio
-
Morgan Stanley New York, NY18.7MShares$2.26 Billion0.16% of portfolio
-
Envestnet Asset Management Inc17.8MShares$2.15 Billion0.69% of portfolio
-
Wells Fargo & Company San Francisco, CA16.1MShares$1.95 Billion0.44% of portfolio